Private Wealth Asset Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Private Wealth Asset Management’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	$59.8K	Hold	3,059	–	–	0.01%	408
2026 Q1	$59.2K	Buy	+3,059	New	+$60.2K	0.01%	408

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

Private Wealth Asset Management's PFLD Position: Q2 2026 in Review

Private Wealth Asset Management held its AAM Low Duration Preferred and Income Securities ETF (PFLD) position steady in Q2 2026 at 3,059 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #408.

Private Wealth Asset Management first reported a position in PFLD in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

Private Wealth Asset Management held 3,059 shares of AAM Low Duration Preferred and Income Securities ETF worth $59.8K as of Q2 2026.
Private Wealth Asset Management left its AAM Low Duration Preferred and Income Securities ETF share count unchanged in Q2 2026.
AAM Low Duration Preferred and Income Securities ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #408 holding.
Private Wealth Asset Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2026 and has held it in 2 quarters since.
62 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.