Waverly Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Waverly Advisors’s Portfolio PFLD Stock Details PFLD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$389K	Sell
2024 Q4	$398K	Buy
2024 Q3	$410K	Buy
2024 Q2	$378K	Sell
2024 Q1	$395K	Buy