&Partners’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

&Partners’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	$600K	Sell	30,698 -146	-0.5%	-$2.87K	﹤0.01%	1730
2026 Q1	$590K	Buy	30,844 +3,356	+12%	+$66K	﹤0.01%	1607
2025 Q4	$538K	Buy	+27,488	New	+$541K	﹤0.01%	1573

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

&Partners's PFLD Position: Q2 2026 in Review

&Partners reduced its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 0.47% in Q2 2026, selling an estimated $2.87K and leaving 30,698 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

&Partners first reported a position in PFLD in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

&Partners held 30,698 shares of AAM Low Duration Preferred and Income Securities ETF worth $600K as of Q2 2026.
&Partners sold 146 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2026, an estimated $2.87K.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1730 holding.
&Partners first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
62 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.