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Chilton Investment Company’s AAM Transformers ETF TRFM Stock Holding History

Chilton Investment Company’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 		$785K Buy
12,422
+4,910
+65% +$278K 0.02% 193
2026
Q1 		$349K Buy
7,512
+2,904
+63% +$142K 0.01% 229
2025
Q4 		$220K Buy
+4,608
New +$224K ﹤0.01% 275

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Chilton Investment Company's TRFM Position: Q2 2026 in Review

Chilton Investment Company increased its AAM Transformers ETF (TRFM) stake by 65% in Q2 2026, buying an estimated $278K and bringing the position to 12,422 shares worth $785K. The position accounts for 0.02% of the portfolio, ranked #193.

Chilton Investment Company first reported a position in TRFM in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

  • Chilton Investment Company held 12,422 shares of AAM Transformers ETF worth $785K as of Q2 2026.
  • Chilton Investment Company bought 4,910 AAM Transformers ETF shares in Q2 2026, an estimated $278K.
  • AAM Transformers ETF made up 0.02% of Chilton Investment Company's portfolio in Q2 2026, its #193 holding.
  • Chilton Investment Company first reported a position in AAM Transformers ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.