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Harbour Investments’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Harbour Investments’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
Q1 		$8.67K Hold
518
– – ﹤0.01% 3339
2025
Q4 		$8.78K Hold
518
– – ﹤0.01% 2801
2025
Q3 		$10.7K Hold
518
– – ﹤0.01% 2649
2025
Q2 		$9.82K Buy
+518
New +$8.95K ﹤0.01% 2575

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

Harbour Investments's AESR Position: Q1 2026 in Review

Harbour Investments held its Anfield US Equity Sector Rotation ETF (AESR) position steady in Q1 2026 at 518 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3339.

Harbour Investments first reported a position in AESR in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.7K in Q3 2025. 21 funds tracked by Wall St. Rank hold AESR as of Q1 2026.

  • Harbour Investments held 518 shares of Anfield US Equity Sector Rotation ETF worth $8.67K as of Q1 2026.
  • Harbour Investments left its Anfield US Equity Sector Rotation ETF share count unchanged in Q1 2026.
  • Anfield US Equity Sector Rotation ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3339 holding.
  • Harbour Investments first reported a position in Anfield US Equity Sector Rotation ETF in Q2 2025 and has held it in 4 quarters since.
  • Harbour Investments's Anfield US Equity Sector Rotation ETF position peaked at $10.7K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.