AWM
AEMS

AE Wealth Management’s Anfield Enhanced Market ETF AEMS Stock Holding History

AE Wealth Management’s Portfolio AEMS Stock Details AEMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,346
Closed -$24.3K – 2732
2025
Q4 		$24.3K Buy
2,346
+1,249
+114% +$13.5K ﹤0.01% 1995
2025
Q3 		$11.8K Buy
+1,097
New +$11.3K ﹤0.01% 1981

Other funds holding AEMS

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's AEMS Position: Q1 2026 in Review

AE Wealth Management sold out of Anfield Enhanced Market ETF (AEMS) in Q1 2026, closing a stake of 2,346 shares — an estimated $24.3K sold.

AE Wealth Management first reported a position in AEMS in Q3 2025 and held it in 2 quarters. The position peaked at $24.3K in Q4 2025. 6 funds tracked by Wall St. Rank hold AEMS as of Q1 2026.

  • AE Wealth Management reported no remaining Anfield Enhanced Market ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 2,346 Anfield Enhanced Market ETF shares in Q1 2026, an estimated $24.3K.
  • AE Wealth Management first reported a position in Anfield Enhanced Market ETF in Q3 2025 and held it in 2 quarters.
  • AE Wealth Management's Anfield Enhanced Market ETF position peaked at $24.3K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Anfield Enhanced Market ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.