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Independent Advisor Alliance’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Independent Advisor Alliance’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 		$1.2M Buy
71,677
+7,514
+12% +$131K 0.01% 740
2025
Q4 		$1.09M Sell
64,163
-9,223
-13% -$183K 0.03% 449
2025
Q3 		$1.51M Sell
73,386
-15,035
-17% -$296K 0.04% 355
2025
Q2 		$1.68M Sell
88,421
-2,706
-3% -$46.7K 0.05% 315
2025
Q1 		$1.5M Sell
91,127
-147
-0.2% -$2.57K 0.05% 297
2024
Q4 		$1.58M Buy
+91,274
New +$1.59M 0.02% 584

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
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
WWM
Walser Wealth Management Tampa, Florida $241M AUM

Independent Advisor Alliance's AESR Position: Q1 2026 in Review

Independent Advisor Alliance increased its Anfield US Equity Sector Rotation ETF (AESR) stake by 12% in Q1 2026, buying an estimated $131K and bringing the position to 71,677 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #740.

Independent Advisor Alliance first reported a position in AESR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q2 2025. 21 funds tracked by Wall St. Rank hold AESR as of Q1 2026.

  • Independent Advisor Alliance held 71,677 shares of Anfield US Equity Sector Rotation ETF worth $1.2M as of Q1 2026.
  • Independent Advisor Alliance bought 7,514 Anfield US Equity Sector Rotation ETF shares in Q1 2026, an estimated $131K.
  • Anfield US Equity Sector Rotation ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #740 holding.
  • Independent Advisor Alliance first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2024 and has held it in 6 quarters since.
  • Independent Advisor Alliance's Anfield US Equity Sector Rotation ETF position peaked at $1.68M in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.