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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
Q2 		$1.45M Sell
69,700
-1,977
-3% -$38.3K 0.03% 355
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 $9.72B AUM 29.41% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Advisor Alliance's AESR Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Anfield US Equity Sector Rotation ETF (AESR) stake by 2.8% in Q2 2026, selling an estimated $38.3K and leaving 69,700 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #355.

Independent Advisor Alliance first reported a position in AESR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q2 2025. 17 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

  • Independent Advisor Alliance held 69,700 shares of Anfield US Equity Sector Rotation ETF worth $1.45M as of Q2 2026.
  • Independent Advisor Alliance sold 1,977 Anfield US Equity Sector Rotation ETF shares in Q2 2026, an estimated $38.3K.
  • Anfield US Equity Sector Rotation ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #355 holding.
  • Independent Advisor Alliance first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2024 and has held it in 7 quarters since.
  • Independent Advisor Alliance's Anfield US Equity Sector Rotation ETF position peaked at $1.68M in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.