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Cornerstone Wealth Management’s AAM Transformers ETF TRFM Stock Holding History

Cornerstone Wealth Management’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
Q3 		$845K Buy
14,292
+2,577
+22% +$153K 0.04% 371
2026
Q2 		$740K Buy
+11,715
New +$664K 0.03% 400

Other funds holding TRFM

SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Farmers & Merchants Trust Company
Farmers & Merchants Trust Company Long Beach, California $484M AUM 18.25% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Cornerstone Wealth Management's TRFM Position: Q3 2026 in Review

Cornerstone Wealth Management increased its AAM Transformers ETF (TRFM) stake by 22% in Q3 2026, buying an estimated $153K and bringing the position to 14,292 shares worth $845K. The position accounts for 0.04% of the portfolio, ranked #371.

Cornerstone Wealth Management first reported a position in TRFM in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold TRFM as of Q3 2026.

  • Cornerstone Wealth Management held 14,292 shares of AAM Transformers ETF worth $845K as of Q3 2026.
  • Cornerstone Wealth Management bought 2,577 AAM Transformers ETF shares in Q3 2026, an estimated $153K.
  • AAM Transformers ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #371 holding.
  • Cornerstone Wealth Management first reported a position in AAM Transformers ETF in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.