Prevail Innovative Wealth Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Prevail Innovative Wealth Advisors’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
2025 Q3	–	Sell	-83,901	Closed	-$1.65M	–	231
2025 Q2	$1.65M	Buy	83,901 +117	+0.1%	+$2.31K	0.37%	91
2025 Q1	$1.69M	Buy	+83,784	New	+$1.73M	0.45%	74

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PFLD Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q3 2025, closing a stake of 83,901 shares — an estimated $1.65M sold.

Prevail Innovative Wealth Advisors first reported a position in PFLD in Q1 2025 and held it in 2 quarters. The position peaked at $1.69M in Q1 2025. 67 funds tracked by Wall St. Rank hold PFLD as of Q3 2025.

Prevail Innovative Wealth Advisors reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 83,901 AAM Low Duration Preferred and Income Securities ETF shares in Q3 2025, an estimated $1.65M.
Prevail Innovative Wealth Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2025 and held it in 2 quarters.
Prevail Innovative Wealth Advisors's AAM Low Duration Preferred and Income Securities ETF position peaked at $1.69M in Q1 2025.
67 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.