CFD
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Creative Financial Designs’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Creative Financial Designs’s Portfolio AESR Stock Details AESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.8K Hold
908
– – ﹤0.01% 1316
2026
Q1 		$15.2K Hold
908
– – ﹤0.01% 1273
2025
Q4 		$15.4K Buy
+908
New +$18K ﹤0.01% 1221

Other funds holding AESR

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM

Creative Financial Designs's AESR Position: Q2 2026 in Review

Creative Financial Designs held its Anfield US Equity Sector Rotation ETF (AESR) position steady in Q2 2026 at 908 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Creative Financial Designs first reported a position in AESR in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

  • Creative Financial Designs held 908 shares of Anfield US Equity Sector Rotation ETF worth $18.8K as of Q2 2026.
  • Creative Financial Designs left its Anfield US Equity Sector Rotation ETF share count unchanged in Q2 2026.
  • Anfield US Equity Sector Rotation ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1316 holding.
  • Creative Financial Designs first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.