NWF Advisory Services’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,051
Closed -$264K 433
2025
Q1
$264K Sell
13,051
-134
-1% -$2.77K 0.04% 270
2024
Q4
$273K Buy
+13,185
New +$277K 0.04% 205

Other funds holding PFLD

NWF Advisory Services's PFLD Position: Q2 2025 in Review

NWF Advisory Services sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2025, closing a stake of 13,051 shares — an estimated $264K sold.

NWF Advisory Services first reported a position in PFLD in Q4 2024 and held it in 2 quarters. The position peaked at $273K in Q4 2024. 65 funds tracked by Wall St. Rank hold PFLD as of Q2 2025.

  • NWF Advisory Services reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
  • NWF Advisory Services sold 13,051 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2025, an estimated $264K.
  • NWF Advisory Services first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2024 and held it in 2 quarters.
  • NWF Advisory Services's AAM Low Duration Preferred and Income Securities ETF position peaked at $273K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2025.

Based on NWF Advisory Services's 13F filing for Q2 2025, filed 9 Sep 2025.