CWM
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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
Q2 		$740K Buy
+11,715
New +$664K 0.03% 400

Other funds holding TRFM

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Cornerstone Wealth Management's TRFM Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in AAM Transformers ETF (TRFM) in Q2 2026: 11,715 shares worth $740K. The stake represents 0.03% of the portfolio and ranks #400 among its holdings.

8 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

  • Cornerstone Wealth Management held 11,715 shares of AAM Transformers ETF worth $740K as of Q2 2026.
  • AAM Transformers ETF was a new Cornerstone Wealth Management position in Q2 2026.
  • AAM Transformers ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #400 holding.
  • 8 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.