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
Q2 		$31.9K Buy
+2,629
New +$30K ﹤0.01% 2175
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 $9.72B AUM 29.41% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's AEMS Position: Q2 2026 in Review

AE Wealth Management opened a new position in Anfield Enhanced Market ETF (AEMS) in Q2 2026: 2,629 shares worth $31.9K. The stake represents ﹤0.01% of the portfolio and ranks #2175 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in AEMS as recently as Q4 2025.

AE Wealth Management first reported a position in AEMS in Q3 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold AEMS as of Q2 2026.

  • AE Wealth Management held 2,629 shares of Anfield Enhanced Market ETF worth $31.9K as of Q2 2026.
  • Anfield Enhanced Market ETF was a new AE Wealth Management position in Q2 2026.
  • Anfield Enhanced Market ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2175 holding.
  • AE Wealth Management first reported a position in Anfield Enhanced Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Anfield Enhanced Market ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.