Cetera Investment Advisers
TRFM icon

Cetera Investment Advisers’s AAM Transformers ETF TRFM Stock Holding History

Cetera Investment Advisers’s Portfolio TRFM Stock Details TRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.32M Buy
99,970
+22,527
+29% +$1.28M 0.01% 1448
2026
Q1 		$3.6M Buy
77,443
+32,852
+74% +$1.61M ﹤0.01% 1743
2025
Q4 		$2.12M Buy
44,591
+19,285
+76% +$937K ﹤0.01% 2156
2025
Q3 		$1.23M Buy
25,306
+4,144
+20% +$187K ﹤0.01% 2601
2025
Q2 		$914K Buy
21,162
+100
+0.5% +$3.77K ﹤0.01% 2456
2025
Q1 		$727K Sell
21,062
-275
-1% -$10.6K ﹤0.01% 2530
2024
Q4 		$810K Buy
21,337
+1,150
+6% +$43.2K ﹤0.01% 2312
2024
Q3 		$704K Buy
20,187
+2,417
+14% +$80.4K ﹤0.01% 2378
2024
Q2 		$606K Buy
17,770
+8,400
+90% +$278K ﹤0.01% 2445
2024
Q1 		$315K Buy
+9,370
New +$301K ﹤0.01% 2993

Other funds holding TRFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers's TRFM Position: Q2 2026 in Review

Cetera Investment Advisers increased its AAM Transformers ETF (TRFM) stake by 29% in Q2 2026, buying an estimated $1.28M and bringing the position to 99,970 shares worth $6.32M. The position accounts for 0.01% of the portfolio, ranked #1448.

Cetera Investment Advisers first reported a position in TRFM in Q1 2024 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

  • Cetera Investment Advisers held 99,970 shares of AAM Transformers ETF worth $6.32M as of Q2 2026.
  • Cetera Investment Advisers bought 22,527 AAM Transformers ETF shares in Q2 2026, an estimated $1.28M.
  • AAM Transformers ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1448 holding.
  • Cetera Investment Advisers first reported a position in AAM Transformers ETF in Q1 2024 and has held it in 10 quarters since.
  • 43 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.