PMV Capital Advisers’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

PMV Capital Advisers’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	-9	Closed	-$169	–	98
2026 Q1	$169	Buy	+9	New	+$177	﹤0.01%	100

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

PMV Capital Advisers's PFLD Position: Q2 2026 in Review

PMV Capital Advisers sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2026, closing a stake of 9 shares — an estimated $169 sold.

PMV Capital Advisers first reported a position in PFLD in Q1 2026 and held it in 1 quarter. The position peaked at $169 in Q1 2026. 61 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

PMV Capital Advisers reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
PMV Capital Advisers sold 9 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2026, an estimated $169.
PMV Capital Advisers first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2026 and held it in 1 quarter.
PMV Capital Advisers's AAM Low Duration Preferred and Income Securities ETF position peaked at $169 in Q1 2026.
61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on PMV Capital Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.