Medallion Wealth Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Medallion Wealth Advisors’s Portfolio PFLD Stock Details PFLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.64K	Hold	343	–	–	﹤0.01%	829
2025 Q4	$6.71K	Hold	343	–	–	﹤0.01%	811
2025 Q3	$6.76K	Buy	+343	New	+$6.74K	﹤0.01%	819

Other funds holding PFLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TIA

Teucrium Investment Advisors Burlington, Vermont $129M AUM

Medallion Wealth Advisors's PFLD Position: Q1 2026 in Review

Medallion Wealth Advisors held its AAM Low Duration Preferred and Income Securities ETF (PFLD) position steady in Q1 2026 at 343 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Medallion Wealth Advisors first reported a position in PFLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.76K in Q3 2025. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

Medallion Wealth Advisors held 343 shares of AAM Low Duration Preferred and Income Securities ETF worth $6.64K as of Q1 2026.
Medallion Wealth Advisors left its AAM Low Duration Preferred and Income Securities ETF share count unchanged in Q1 2026.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #829 holding.
Medallion Wealth Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q3 2025 and has held it in 3 quarters since.
Medallion Wealth Advisors's AAM Low Duration Preferred and Income Securities ETF position peaked at $6.76K in Q3 2025.
61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.