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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
Q2 		$195M Buy
9,388,555
+4,007,097
+74% +$77.6M 2.01% 7
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

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Foundations Investment Advisors's AESR Position: Q2 2026 in Review

Foundations Investment Advisors increased its Anfield US Equity Sector Rotation ETF (AESR) stake by 74% in Q2 2026, buying an estimated $77.6M and bringing the position to 9,388,555 shares worth $195M. The position accounts for 2.01% of the portfolio, ranked #7.

Foundations Investment Advisors first reported a position in AESR in Q1 2021 and has held it in 22 quarters since. 17 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

  • Foundations Investment Advisors held 9,388,555 shares of Anfield US Equity Sector Rotation ETF worth $195M as of Q2 2026.
  • Foundations Investment Advisors bought 4,007,097 Anfield US Equity Sector Rotation ETF shares in Q2 2026, an estimated $77.6M.
  • Anfield US Equity Sector Rotation ETF made up 2.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Foundations Investment Advisors first reported a position in Anfield US Equity Sector Rotation ETF in Q1 2021 and has held it in 22 quarters since.
  • 17 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.