GRP
AESR icon

Global Retirement Partners’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Global Retirement Partners’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
2025
Q4 		$3.71K Hold
219
– – ﹤0.01% 3538
2025
Q3 		$4.51K Hold
219
– – ﹤0.01% 3014
2025
Q2 		$4.15K Buy
+219
New +$3.78K ﹤0.01% 2982
2024
Q4 		$3.79K Hold
219
– – ﹤0.01% 2819
2024
Q3 		$3.72K Hold
219
– – ﹤0.01% 2696
2024
Q2 		$3.58K Buy
+219
New +$3.41K ﹤0.01% 2760

Other funds holding AESR

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
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 $900M 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 $2.19B AUM 21.28% 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

Global Retirement Partners's AESR Position: Q4 2025 in Review

Global Retirement Partners held its Anfield US Equity Sector Rotation ETF (AESR) position steady in Q4 2025 at 219 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #3538.

Global Retirement Partners first reported a position in AESR in Q2 2024 and has held it in 6 quarters since. The position peaked at $4.51K in Q3 2025. 22 funds tracked by Wall St. Rank hold AESR as of Q4 2025.

  • Global Retirement Partners held 219 shares of Anfield US Equity Sector Rotation ETF worth $3.71K as of Q4 2025.
  • Global Retirement Partners left its Anfield US Equity Sector Rotation ETF share count unchanged in Q4 2025.
  • Anfield US Equity Sector Rotation ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3538 holding.
  • Global Retirement Partners first reported a position in Anfield US Equity Sector Rotation ETF in Q2 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's Anfield US Equity Sector Rotation ETF position peaked at $4.51K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.