AE Wealth Management
AESR icon

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

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Regatta Research & Money Management
Regatta Research & Money Management Metairie, Louisiana $106M AUM
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Royal Bank of Canada
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.