Define Financial
TRFM icon

Define Financial’s AAM Transformers ETF TRFM Stock Holding History

Define Financial’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 		– Sell
-3,206
Closed -$203K – 53
2026
Q2 		$203K Buy
+3,206
New +$182K 0.09% 47

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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 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

Define Financial's TRFM Position: Q3 2026 in Review

Define Financial sold out of AAM Transformers ETF (TRFM) in Q3 2026, closing a stake of 3,206 shares — an estimated $203K sold.

Define Financial first reported a position in TRFM in Q2 2026 and held it in 1 quarter. The position peaked at $203K in Q2 2026. 19 funds tracked by Wall St. Rank hold TRFM as of Q3 2026.

  • Define Financial reported no remaining AAM Transformers ETF position as of Q3 2026 after selling out during the quarter.
  • Define Financial sold 3,206 AAM Transformers ETF shares in Q3 2026, an estimated $203K.
  • Define Financial first reported a position in AAM Transformers ETF in Q2 2026 and held it in 1 quarter.
  • Define Financial's AAM Transformers ETF position peaked at $203K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.