Ignite Planners
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Ignite Planners’s AAM Transformers ETF TRFM Stock Holding History

Ignite Planners’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
Q3 		$334K Buy
+5,658
New +$336K 0.04% 342

Other funds holding TRFM

SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
Wolff Wiese Magana
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Ignite Planners's TRFM Position: Q3 2026 in Review

Ignite Planners opened a new position in AAM Transformers ETF (TRFM) in Q3 2026: 5,658 shares worth $334K. The stake represents 0.04% of the portfolio and ranks #342 among its holdings.

9 funds tracked by Wall St. Rank hold TRFM as of Q3 2026.

  • Ignite Planners held 5,658 shares of AAM Transformers ETF worth $334K as of Q3 2026.
  • AAM Transformers ETF was a new Ignite Planners position in Q3 2026.
  • AAM Transformers ETF made up 0.04% of Ignite Planners's portfolio in Q3 2026, its #342 holding.
  • 9 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.