National Wealth Management Group’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$755K Buy
37,373
+5,150
+16% +$104K 0.5% 44
2024
Q4
$663K Buy
+32,223
New +$663K 0.44% 51