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

Merkkuri 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 Q2	–	Sell	-1	Closed	-$17	–	272
2026 Q1	$17	Buy	+1	New	+$20	﹤0.01%	389

Other funds holding PFLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RRWA

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

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

TIA

Teucrium Investment Advisors Burlington, Vermont $112M AUM

Merkkuri Wealth Advisors's PFLD Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2026, closing a stake of 1 share — an estimated $17 sold.

Merkkuri Wealth Advisors first reported a position in PFLD in Q1 2026 and held it in 1 quarter. The position peaked at $17 in Q1 2026. 62 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 1 AAM Low Duration Preferred and Income Securities ETF share in Q2 2026, an estimated $17.
Merkkuri Wealth Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2026 and held it in 1 quarter.
Merkkuri Wealth Advisors's AAM Low Duration Preferred and Income Securities ETF position peaked at $17 in Q1 2026.
62 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.