IAA
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Independent Advisor Alliance’s AAM Transformers ETF TRFM Stock Holding History

Independent Advisor Alliance’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 		– Sell
-6,308
Closed -$293K – 1582
2026
Q1 		$293K Buy
+6,308
New +$308K ﹤0.01% 1325

Other funds holding TRFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Independent Advisor Alliance sold out of AAM Transformers ETF (TRFM) in Q2 2026, closing a stake of 6,308 shares — an estimated $293K sold.

Independent Advisor Alliance first reported a position in TRFM in Q1 2026 and held it in 1 quarter. The position peaked at $293K in Q1 2026. 43 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining AAM Transformers ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,308 AAM Transformers ETF shares in Q2 2026, an estimated $293K.
  • Independent Advisor Alliance first reported a position in AAM Transformers ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's AAM Transformers ETF position peaked at $293K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

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