Beacon Pointe Advisors’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Beacon Pointe Advisors’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
2021 Q1	–	Sell	-19,467	Closed	-$232K	–	527
2020 Q4	$232K	Hold	19,467	–	–	0.02%	432
2020 Q3	$213K	Buy	+19,467	New	+$208K	0.02%	362

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

CWA

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Pointe Advisors's AESR Position: Q1 2021 in Review

Beacon Pointe Advisors sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q1 2021, closing a stake of 19,467 shares — an estimated $232K sold.

Beacon Pointe Advisors first reported a position in AESR in Q3 2020 and held it in 2 quarters. The position peaked at $232K in Q4 2020. 6 funds tracked by Wall St. Rank hold AESR as of Q1 2021.

Beacon Pointe Advisors reported no remaining Anfield US Equity Sector Rotation ETF position as of Q1 2021 after selling out during the quarter.
Beacon Pointe Advisors sold 19,467 Anfield US Equity Sector Rotation ETF shares in Q1 2021, an estimated $232K.
Beacon Pointe Advisors first reported a position in Anfield US Equity Sector Rotation ETF in Q3 2020 and held it in 2 quarters.
Beacon Pointe Advisors's Anfield US Equity Sector Rotation ETF position peaked at $232K in Q4 2020.
6 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2021.

Based on Beacon Pointe Advisors's 13F filing for Q1 2021, filed 18 May 2021.