AE Wealth Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

AE Wealth Management’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	$716K	Buy	34,483 +32,095	+1,344%	+$622K	﹤0.01%	1054
2026 Q1	$40K	Buy	2,388 +575	+32%	+$10K	﹤0.01%	2009
2025 Q4	$30.7K	Sell	1,813 -1,437	-44%	-$28.5K	﹤0.01%	1942
2025 Q3	$66.9K	Sell	3,250 -4,160	-56%	-$81.9K	﹤0.01%	1657
2025 Q2	$140K	Buy	7,410 +1,558	+27%	+$26.9K	﹤0.01%	1394
2025 Q1	$96.5K	Buy	5,852 +1,065	+22%	+$18.6K	﹤0.01%	1449
2024 Q4	$82.7K	Buy	+4,787	New	+$83.6K	﹤0.01%	1471
2024 Q2	–	Sell	-16,913	Closed	-$263K	–	1232
2024 Q1	$263K	Sell	16,913 -3,135	-16%	-$46.1K	﹤0.01%	1003
2023 Q4	$286K	Sell	20,048 -12,852	-39%	-$164K	﹤0.01%	1730
2023 Q3	$402K	Buy	+32,900	New	+$420K	﹤0.01%	1493

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

AE Wealth Management increased its Anfield US Equity Sector Rotation ETF (AESR) stake by 1,344% in Q2 2026, buying an estimated $622K and bringing the position to 34,483 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

AE Wealth Management first reported a position in AESR in Q3 2023 and has held it in 10 quarters since. 17 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

AE Wealth Management held 34,483 shares of Anfield US Equity Sector Rotation ETF worth $716K as of Q2 2026.
AE Wealth Management bought 32,095 Anfield US Equity Sector Rotation ETF shares in Q2 2026, an estimated $622K.
Anfield US Equity Sector Rotation ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1054 holding.
AE Wealth Management first reported a position in Anfield US Equity Sector Rotation ETF in Q3 2023 and has held it in 10 quarters since.
17 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

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