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Golden State Wealth Management’s AAM Transformers ETF TRFM Stock Holding History

Golden State Wealth Management’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
2025
Q4 		– Sell
-446
Closed -$21.6K – 1759
2025
Q3 		$21.6K Hold
446
– – ﹤0.01% 896
2025
Q2 		$19.3K Hold
446
– – ﹤0.01% 896
2025
Q1 		$15.4K Buy
+446
New +$17.2K ﹤0.01% 876

Other funds holding TRFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
FMTC
Farmers & Merchants Trust Company Long Beach, California $465M AUM 22.63% 1-Year Est. Return

Golden State Wealth Management's TRFM Position: Q4 2025 in Review

Golden State Wealth Management sold out of AAM Transformers ETF (TRFM) in Q4 2025, closing a stake of 446 shares — an estimated $21.6K sold.

Golden State Wealth Management first reported a position in TRFM in Q1 2025 and held it in 3 quarters. The position peaked at $21.6K in Q3 2025. 28 funds tracked by Wall St. Rank hold TRFM as of Q4 2025.

  • Golden State Wealth Management reported no remaining AAM Transformers ETF position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 446 AAM Transformers ETF shares in Q4 2025, an estimated $21.6K.
  • Golden State Wealth Management first reported a position in AAM Transformers ETF in Q1 2025 and held it in 3 quarters.
  • Golden State Wealth Management's AAM Transformers ETF position peaked at $21.6K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.