DecisionPoint Financial’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

DecisionPoint Financial’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	$119K	Hold	5,841	–	–	0.02%	72
2026 Q1	$97.7K	Hold	5,841	–	–	0.02%	67
2025 Q4	$99K	Hold	5,841	–	–	0.02%	65
2025 Q3	$120K	Hold	5,841	–	–	0.03%	57
2025 Q2	$111K	Hold	5,841	–	–	0.03%	58
2025 Q1	$96.3K	Hold	5,841	–	–	0.03%	55
2024 Q4	$101K	Hold	5,841	–	–	0.03%	57
2024 Q3	$99.3K	Hold	5,841	–	–	0.03%	58
2024 Q2	$95.1K	Hold	5,841	–	–	0.03%	57
2024 Q1	$87.8K	Hold	5,841	–	–	0.03%	58
2023 Q4	$80.7K	Hold	5,841	–	–	0.03%	56
2023 Q3	$71.4K	Buy	+5,841	New	+$74.5K	0.04%	49

Other funds holding AESR

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

RRMM

Regatta Research & Money Management Metairie, Louisiana $106M AUM

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

DecisionPoint Financial's AESR Position: Q2 2026 in Review

DecisionPoint Financial held its Anfield US Equity Sector Rotation ETF (AESR) position steady in Q2 2026 at 5,841 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #72.

DecisionPoint Financial first reported a position in AESR in Q3 2023 and has held it in 12 quarters since. The position peaked at $120K in Q3 2025. 17 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

DecisionPoint Financial held 5,841 shares of Anfield US Equity Sector Rotation ETF worth $119K as of Q2 2026.
DecisionPoint Financial left its Anfield US Equity Sector Rotation ETF share count unchanged in Q2 2026.
Anfield US Equity Sector Rotation ETF made up 0.02% of DecisionPoint Financial's portfolio in Q2 2026, its #72 holding.
DecisionPoint Financial first reported a position in Anfield US Equity Sector Rotation ETF in Q3 2023 and has held it in 12 quarters since.
DecisionPoint Financial's Anfield US Equity Sector Rotation ETF position peaked at $120K in Q3 2025.
17 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.