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

Root Financial 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 Q3	$1.74K	Buy	+91	New	+$1.78K	﹤0.01%	2707

Other funds holding PFLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Root Financial Partners's PFLD Position: Q3 2026 in Review

Root Financial Partners opened a new position in AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q3 2026: 91 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #2707 among its holdings.

10 funds tracked by Wall St. Rank hold PFLD as of Q3 2026.

Root Financial Partners held 91 shares of AAM Low Duration Preferred and Income Securities ETF worth $1.74K as of Q3 2026.
AAM Low Duration Preferred and Income Securities ETF was a new Root Financial Partners position in Q3 2026.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2707 holding.
10 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.