Great Valley Advisor Group’s AAM Transformers ETF TRFM Stock Holding History

Great Valley Advisor Group’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
2026 Q2	$344K	Buy	+5,442	New	+$308K	0.01%	820

Other funds holding TRFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Great Valley Advisor Group's TRFM Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in AAM Transformers ETF (TRFM) in Q2 2026: 5,442 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #820 among its holdings.

43 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

Great Valley Advisor Group held 5,442 shares of AAM Transformers ETF worth $344K as of Q2 2026.
AAM Transformers ETF was a new Great Valley Advisor Group position in Q2 2026.
AAM Transformers ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #820 holding.
43 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.