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Foundations Investment Advisors’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Foundations Investment Advisors’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 		$90M Buy
5,381,458
+704,384
+15% +$12.3M 1.12% 18
2025
Q4 		$79.3M Buy
4,677,074
+20,965
+0.5% +$416K 1.04% 21
2025
Q3 		$95.8M Sell
4,656,109
-307,555
-6% -$6.05M 1.39% 15
2025
Q2 		$94.1M Sell
4,963,664
-163,810
-3% -$2.83M 1.49% 10
2025
Q1 		$84.6M Buy
5,127,474
+168,291
+3% +$2.94M 1.56% 9
2024
Q4 		$85.7M Buy
4,959,183
+123,980
+3% +$2.16M 1.65% 12
2024
Q3 		$82.2M Buy
4,835,203
+261,791
+6% +$4.29M 1.73% 10
2024
Q2 		$74.8M Buy
4,573,412
+1,417,318
+45% +$22.1M 1.82% 10
2024
Q1 		$49.1M Buy
3,156,094
+180,387
+6% +$2.65M 1.29% 16
2023
Q4 		$42.6M Buy
2,975,707
+65,117
+2% +$831K 1.14% 19
2023
Q3 		$35.6M Buy
2,910,590
+390,659
+16% +$4.98M 1.1% 21
2023
Q2 		$32.2M Buy
2,519,931
+393,222
+18% +$4.81M 1.07% 20
2023
Q1 		$25.6M Buy
2,126,709
+298,972
+16% +$3.49M 0.91% 21
2022
Q4 		$20.9M Buy
1,827,737
+160,814
+10% +$1.84M 0.83% 21
2022
Q3 		$17.6M Buy
1,666,923
+83,652
+5% +$969K 0.77% 21
2022
Q2 		$17.6M Buy
1,583,271
+204,426
+15% +$2.47M 0.74% 18
2022
Q1 		$17.9M Buy
1,378,845
+110,173
+9% +$1.45M 0.69% 16
2021
Q4 		$17.6M Buy
1,268,672
+48,093
+4% +$689K 0.66% 16
2021
Q3 		$16.7M Buy
1,220,579
+29,333
+2% +$410K 0.73% 15
2021
Q2 		$16.5M Sell
1,191,246
-10,382
-0.9% -$137K 0.79% 19
2021
Q1 		$15.5M Buy
+1,201,628
New +$14.7M 0.9% 15

Other funds holding AESR

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
WWM
Walser Wealth Management Tampa, Florida $223M AUM

Foundations Investment Advisors's AESR Position: Q1 2026 in Review

Foundations Investment Advisors increased its Anfield US Equity Sector Rotation ETF (AESR) stake by 15% in Q1 2026, buying an estimated $12.3M and bringing the position to 5,381,458 shares worth $90M. The position accounts for 1.12% of the portfolio, ranked #18.

Foundations Investment Advisors first reported a position in AESR in Q1 2021 and has held it in 21 quarters since. The position peaked at $95.8M in Q3 2025. 21 funds tracked by Wall St. Rank hold AESR as of Q1 2026.

  • Foundations Investment Advisors held 5,381,458 shares of Anfield US Equity Sector Rotation ETF worth $90M as of Q1 2026.
  • Foundations Investment Advisors bought 704,384 Anfield US Equity Sector Rotation ETF shares in Q1 2026, an estimated $12.3M.
  • Anfield US Equity Sector Rotation ETF made up 1.12% of Foundations Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Foundations Investment Advisors first reported a position in Anfield US Equity Sector Rotation ETF in Q1 2021 and has held it in 21 quarters since.
  • Foundations Investment Advisors's Anfield US Equity Sector Rotation ETF position peaked at $95.8M in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.