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Equitable Holdings’s AAM Transformers ETF TRFM Stock Holding History

Equitable Holdings’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 		$507K Buy
8,025
+185
+2% +$10.5K ﹤0.01% 1316
2026
Q1 		$364K Buy
+7,840
New +$383K ﹤0.01% 1379

Other funds holding TRFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Equitable Holdings's TRFM Position: Q2 2026 in Review

Equitable Holdings increased its AAM Transformers ETF (TRFM) stake by 2.4% in Q2 2026, buying an estimated $10.5K and bringing the position to 8,025 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Equitable Holdings first reported a position in TRFM in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

  • Equitable Holdings held 8,025 shares of AAM Transformers ETF worth $507K as of Q2 2026.
  • Equitable Holdings bought 185 AAM Transformers ETF shares in Q2 2026, an estimated $10.5K.
  • AAM Transformers ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1316 holding.
  • Equitable Holdings first reported a position in AAM Transformers ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.