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GeoWealth Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

GeoWealth Management’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 		– Sell
-695
Closed -$11.6K – 885
2026
Q1 		$11.6K Buy
695
+269
+63% +$4.68K ﹤0.01% 835
2025
Q4 		$7.22K Sell
426
-105,262
-100% -$2.09M ﹤0.01% 756
2025
Q3 		$2.18M Sell
105,688
-9,267
-8% -$182K 0.08% 162
2025
Q2 		$2.18M Sell
114,955
-5,478
-5% -$94.6K 0.09% 146
2025
Q1 		$1.99M Buy
120,433
+120,371
+194,147% +$2.1M 0.08% 146
2024
Q4 		$1.07K Buy
+62
New +$1.08K ﹤0.01% 1691

Other funds holding AESR

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
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

GeoWealth Management's AESR Position: Q2 2026 in Review

GeoWealth Management sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q2 2026, closing a stake of 695 shares — an estimated $11.6K sold.

GeoWealth Management first reported a position in AESR in Q4 2024 and held it in 6 quarters. The position peaked at $2.18M in Q2 2025. 17 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

  • GeoWealth Management reported no remaining Anfield US Equity Sector Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 695 Anfield US Equity Sector Rotation ETF shares in Q2 2026, an estimated $11.6K.
  • GeoWealth Management first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2024 and held it in 6 quarters.
  • GeoWealth Management's Anfield US Equity Sector Rotation ETF position peaked at $2.18M in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.