&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 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 $1.66T 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 $616M AUM 14.82% 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

&Partners's PFLD Position: Q1 2026 in Review

&Partners increased its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 12% in Q1 2026, buying an estimated $66K and bringing the position to 30,844 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

&Partners first reported a position in PFLD in Q4 2025 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

&Partners held 30,844 shares of AAM Low Duration Preferred and Income Securities ETF worth $590K as of Q1 2026.
&Partners bought 3,356 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $66K.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1607 holding.
&Partners first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2025 and has held it in 2 quarters since.
61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.