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
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 $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $104M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Creative Financial Designs's AESR Position: Q1 2026 in Review

Creative Financial Designs held its Anfield US Equity Sector Rotation ETF (AESR) position steady in Q1 2026 at 908 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Creative Financial Designs first reported a position in AESR in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.4K in Q4 2025. 21 funds tracked by Wall St. Rank hold AESR as of Q1 2026.

  • Creative Financial Designs held 908 shares of Anfield US Equity Sector Rotation ETF worth $15.2K as of Q1 2026.
  • Creative Financial Designs left its Anfield US Equity Sector Rotation ETF share count unchanged in Q1 2026.
  • Anfield US Equity Sector Rotation ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1273 holding.
  • Creative Financial Designs first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2025 and has held it in 2 quarters since.
  • Creative Financial Designs's Anfield US Equity Sector Rotation ETF position peaked at $15.4K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.