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

Avior 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
2025
Q4 		– Sell
-10,321
Closed -$210K – 740
2025
Q3 		$210K Sell
10,321
-202
-2% -$3.98K 0.01% 687
2025
Q2 		$198K Sell
10,523
-7,311
-41% -$126K 0.01% 666
2025
Q1 		$293K Sell
17,834
-3,595
-17% -$62.8K 0.01% 554
2024
Q4 		$369K Sell
21,429
-7,598
-26% -$133K 0.01% 533
2024
Q3 		$492K Sell
29,027
-4,225
-13% -$69.3K 0.02% 451
2024
Q2 		$542K Sell
33,252
-27,708
-45% -$432K 0.02% 415
2024
Q1 		$948K Sell
60,960
-8,627
-12% -$127K 0.04% 300
2023
Q4 		$960K Sell
69,587
-26,005
-27% -$332K 0.06% 218
2023
Q3 		$1.17M Sell
95,592
-5,117
-5% -$65.3K 0.08% 170
2023
Q2 		$1.29M Sell
100,709
-48,334
-32% -$591K 0.08% 163
2023
Q1 		$1.79M Sell
149,043
-11,123
-7% -$130K 0.12% 131
2022
Q4 		$1.83M Buy
160,166
+3,031
+2% +$34.7K 0.14% 124
2022
Q3 		$1.66M Buy
157,135
+157,035
+157,035% +$1.82M 0.14% 119
2022
Q2 		$0 Buy
+100
New +$1.21K ﹤0.01% 1046

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

Avior Wealth Management's AESR Position: Q4 2025 in Review

Avior Wealth Management sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q4 2025, closing a stake of 10,321 shares — an estimated $210K sold.

Avior Wealth Management first reported a position in AESR in Q2 2022 and held it in 14 quarters. The position peaked at $1.83M in Q4 2022. 22 funds tracked by Wall St. Rank hold AESR as of Q4 2025.

  • Avior Wealth Management reported no remaining Anfield US Equity Sector Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 10,321 Anfield US Equity Sector Rotation ETF shares in Q4 2025, an estimated $210K.
  • Avior Wealth Management first reported a position in Anfield US Equity Sector Rotation ETF in Q2 2022 and held it in 14 quarters.
  • Avior Wealth Management's Anfield US Equity Sector Rotation ETF position peaked at $1.83M in Q4 2022.
  • 22 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.