AWM
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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
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 $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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
JMA
J.M. Arbour Gardiner, Maine $104M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

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

AE Wealth Management increased its Anfield US Equity Sector Rotation ETF (AESR) stake by 32% in Q1 2026, buying an estimated $10K and bringing the position to 2,388 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

AE Wealth Management first reported a position in AESR in Q3 2023 and has held it in 9 quarters since. The position peaked at $402K in Q3 2023. 21 funds tracked by Wall St. Rank hold AESR as of Q1 2026.

  • AE Wealth Management held 2,388 shares of Anfield US Equity Sector Rotation ETF worth $40K as of Q1 2026.
  • AE Wealth Management bought 575 Anfield US Equity Sector Rotation ETF shares in Q1 2026, an estimated $10K.
  • Anfield US Equity Sector Rotation ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2009 holding.
  • AE Wealth Management first reported a position in Anfield US Equity Sector Rotation ETF in Q3 2023 and has held it in 9 quarters since.
  • AE Wealth Management's Anfield US Equity Sector Rotation ETF position peaked at $402K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2026.

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