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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
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
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Chilton Investment Company's TRFM Position: Q1 2026 in Review

Chilton Investment Company increased its AAM Transformers ETF (TRFM) stake by 63% in Q1 2026, buying an estimated $142K and bringing the position to 7,512 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #229.

Chilton Investment Company first reported a position in TRFM in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold TRFM as of Q1 2026.

  • Chilton Investment Company held 7,512 shares of AAM Transformers ETF worth $349K as of Q1 2026.
  • Chilton Investment Company bought 2,904 AAM Transformers ETF shares in Q1 2026, an estimated $142K.
  • AAM Transformers ETF made up 0.01% of Chilton Investment Company's portfolio in Q1 2026, its #229 holding.
  • Chilton Investment Company first reported a position in AAM Transformers ETF in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.