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Advisornet Financial’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Advisornet Financial’s Portfolio AESR Stock Details AESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08M Sell
51,852
-9,275
-15% -$180K 0.05% 262
2026
Q1 		$1.02M Buy
61,127
+798
+1% +$13.9K 0.05% 252
2025
Q4 		$1.02M Buy
60,329
+8,339
+16% +$166K 0.05% 257
2025
Q3 		$1.07M Sell
51,990
-16,034
-24% -$316K 0.06% 243
2025
Q2 		$1.29M Buy
68,024
+312
+0.5% +$5.39K 0.08% 205
2025
Q1 		$1.12M Buy
+67,712
New +$1.18M 0.08% 226

Other funds holding AESR

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisornet Financial's AESR Position: Q2 2026 in Review

Advisornet Financial reduced its Anfield US Equity Sector Rotation ETF (AESR) stake by 15% in Q2 2026, selling an estimated $180K and leaving 51,852 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #262.

Advisornet Financial first reported a position in AESR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.29M in Q2 2025. 17 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

  • Advisornet Financial held 51,852 shares of Anfield US Equity Sector Rotation ETF worth $1.08M as of Q2 2026.
  • Advisornet Financial sold 9,275 Anfield US Equity Sector Rotation ETF shares in Q2 2026, an estimated $180K.
  • Anfield US Equity Sector Rotation ETF made up 0.05% of Advisornet Financial's portfolio in Q2 2026, its #262 holding.
  • Advisornet Financial first reported a position in Anfield US Equity Sector Rotation ETF in Q1 2025 and has held it in 6 quarters since.
  • Advisornet Financial's Anfield US Equity Sector Rotation ETF position peaked at $1.29M in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.