Wealth Enhancement Advisory Services’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Wealth Enhancement Advisory Services’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	$6.48M	Buy	337,713 +332	+0.1%	+$6.47K	0.01%	942
2026 Q2	$6.62M	Sell	337,381 -481	-0.1%	-$9.44K	0.01%	858
2026 Q1	$6.56M	Sell	337,862 -31,555	-9%	-$621K	0.01%	765
2025 Q4	$7.26M	Buy	369,417 +16,929	+5%	+$333K	0.01%	838
2025 Q3	$6.96M	Buy	352,488 +187,718	+114%	+$3.69M	0.01%	809
2025 Q2	$3.22M	Buy	164,770 +73,138	+80%	+$1.44M	0.01%	1110
2025 Q1	$1.85M	Buy	+91,632	New	+$1.89M	﹤0.01%	1284

Other funds holding PFLD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

L2 Asset Management Wayland, Massachusetts $1.06B AUM 32.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFLD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 0.1% in Q3 2026, buying an estimated $6.47K and bringing the position to 337,713 shares worth $6.48M. The position accounts for 0.01% of the portfolio, ranked #942.

Wealth Enhancement Advisory Services first reported a position in PFLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.26M in Q4 2025. 48 funds tracked by Wall St. Rank hold PFLD as of Q3 2026.

Wealth Enhancement Advisory Services held 337,713 shares of AAM Low Duration Preferred and Income Securities ETF worth $6.48M as of Q3 2026.
Wealth Enhancement Advisory Services bought 332 AAM Low Duration Preferred and Income Securities ETF shares in Q3 2026, an estimated $6.47K.
AAM Low Duration Preferred and Income Securities ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #942 holding.
Wealth Enhancement Advisory Services first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2025 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's AAM Low Duration Preferred and Income Securities ETF position peaked at $7.26M in Q4 2025.
48 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.