Joel Greenblatt's PFLD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 207,348 shares of AAM Low Duration Preferred and Income Securities ETF (PFLD) worth $4.01 M, representing 0.01% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in PFLD, representing a fresh investment thesis on this company. Largest addition occurred in Q1 2026, adding 93,424 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's AAM Low Duration Preferred and Income Securities ETF (PFLD) Holding Value Over Time
Track share changes against reported price movement
Quarterly AAM Low Duration Preferred and Income Securities ETF (PFLD) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +93,424 | Add 82.01% | 207,348 | $19.36 |
Joel Greenblatt's AAM Low Duration Preferred and Income Securities ETF Investment FAQs
Joel Greenblatt first purchased AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q4 2025, acquiring 113,924 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held AAM Low Duration Preferred and Income Securities ETF (PFLD) for 2 quarters since Q4 2025.
Joel Greenblatt's largest addition to AAM Low Duration Preferred and Income Securities ETF (PFLD) was in Q1 2026, adding 207,348 shares worth $4.01 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 207,348 shares of AAM Low Duration Preferred and Income Securities ETF (PFLD), valued at approximately $4.01 M.
As of the Q1 2026 filing, AAM Low Duration Preferred and Income Securities ETF (PFLD) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in AAM Low Duration Preferred and Income Securities ETF (PFLD) was 207,348 shares, as reported at the end of Q1 2026.