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 Q1	$364K	Buy	+7,840	New	+$383K	﹤0.01%	1379

Other funds holding TRFM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Equitable Holdings's TRFM Position: Q1 2026 in Review

Equitable Holdings opened a new position in AAM Transformers ETF (TRFM) in Q1 2026: 7,840 shares worth $364K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings.

31 funds tracked by Wall St. Rank hold TRFM as of Q1 2026.

Equitable Holdings held 7,840 shares of AAM Transformers ETF worth $364K as of Q1 2026.
AAM Transformers ETF was a new Equitable Holdings position in Q1 2026.
AAM Transformers ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1379 holding.
31 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.