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Atria Investments’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Atria Investments’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 		– Sell
-14,590
Closed -$247K – 2033
2025
Q4 		$247K Sell
14,590
-1,940
-12% -$38.5K ﹤0.01% 1861
2025
Q3 		$340K Sell
16,530
-1,849
-10% -$36.4K ﹤0.01% 1653
2025
Q2 		$348K Sell
18,379
-725
-4% -$12.5K ﹤0.01% 1625
2025
Q1 		$315K Buy
19,104
+49
+0.3% +$856 ﹤0.01% 1592
2024
Q4 		$329K Sell
19,055
-282
-1% -$4.92K ﹤0.01% 1555
2024
Q3 		$329K Sell
19,337
-382
-2% -$6.26K ﹤0.01% 1574
2024
Q2 		$323K Buy
+19,719
New +$307K ﹤0.01% 1548

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 $792M 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 $1.93B AUM 18.43% 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

Atria Investments's AESR Position: Q1 2026 in Review

Atria Investments sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q1 2026, closing a stake of 14,590 shares — an estimated $247K sold.

Atria Investments first reported a position in AESR in Q2 2024 and held it in 7 quarters. The position peaked at $348K in Q2 2025. 21 funds tracked by Wall St. Rank hold AESR as of Q1 2026.

  • Atria Investments reported no remaining Anfield US Equity Sector Rotation ETF position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 14,590 Anfield US Equity Sector Rotation ETF shares in Q1 2026, an estimated $247K.
  • Atria Investments first reported a position in Anfield US Equity Sector Rotation ETF in Q2 2024 and held it in 7 quarters.
  • Atria Investments's Anfield US Equity Sector Rotation ETF position peaked at $348K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.