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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Wealth Enhancement Advisory Services's PFLD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 0.14% in Q2 2026, selling an estimated $9.44K and leaving 337,381 shares worth $6.62M. The position accounts for 0.01% of the portfolio, ranked #858.

Wealth Enhancement Advisory Services first reported a position in PFLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.26M in Q4 2025. 5 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 337,381 shares of AAM Low Duration Preferred and Income Securities ETF worth $6.62M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 481 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2026, an estimated $9.44K.
  • AAM Low Duration Preferred and Income Securities ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #858 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 6 quarters since.
  • Wealth Enhancement Advisory Services's AAM Low Duration Preferred and Income Securities ETF position peaked at $7.26M in Q4 2025.
  • 5 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.