Steward Partners Investment Advisory’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Steward Partners Investment Advisory’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	$132K	Sell	6,834 -1,479	-18%	-$29.1K	﹤0.01%	2218
2025 Q4	$163K	Sell	8,313 -2,042	-20%	-$40.2K	﹤0.01%	2022
2025 Q3	$204K	Sell	10,355 -5,049	-33%	-$99.2K	﹤0.01%	1858
2025 Q2	$302K	Sell	15,404 -377	-2%	-$7.44K	﹤0.01%	1553
2025 Q1	$319K	Sell	15,781 -40,307	-72%	-$832K	﹤0.01%	1418
2024 Q4	$1.15M	Buy	56,088 +47,260	+535%	+$994K	0.01%	823
2024 Q3	$187K	Buy	8,828 +6,209	+237%	+$131K	﹤0.01%	1561
2024 Q2	$55.1K	Hold	2,619	–	–	﹤0.01%	2054
2024 Q1	$55.4K	Sell	2,619 -5,380	-67%	-$114K	﹤0.01%	2056
2023 Q4	$167K	Hold	7,999	–	–	﹤0.01%	1450
2023 Q3	$166K	Sell	7,999 -699	-8%	-$14.6K	﹤0.01%	1372
2023 Q2	$182K	Buy	8,698 +500	+6%	+$10.3K	﹤0.01%	1328
2023 Q1	$173K	Hold	8,198	–	–	﹤0.01%	1357
2022 Q4	$170K	Buy	+8,198	New	+$172K	﹤0.01%	1316

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

Steward Partners Investment Advisory's PFLD Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 18% in Q1 2026, selling an estimated $29.1K and leaving 6,834 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Steward Partners Investment Advisory first reported a position in PFLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.15M in Q4 2024. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

Steward Partners Investment Advisory held 6,834 shares of AAM Low Duration Preferred and Income Securities ETF worth $132K as of Q1 2026.
Steward Partners Investment Advisory sold 1,479 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $29.1K.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2218 holding.
Steward Partners Investment Advisory first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2022 and has held it in 14 quarters since.
Steward Partners Investment Advisory's AAM Low Duration Preferred and Income Securities ETF position peaked at $1.15M in Q4 2024.
61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.