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Independent Financial Group’s AAM Transformers ETF TRFM Stock Holding History

Independent Financial Group’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 		$750K Buy
11,868
+252
+2% +$14.3K 0.01% 812
2026
Q1 		$540K Buy
11,616
+1,785
+18% +$87.3K 0.01% 900
2025
Q4 		$468K Buy
+9,831
New +$478K 0.01% 935

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 Financial Group's TRFM Position: Q2 2026 in Review

Independent Financial Group increased its AAM Transformers ETF (TRFM) stake by 2.2% in Q2 2026, buying an estimated $14.3K and bringing the position to 11,868 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #812.

Independent Financial Group first reported a position in TRFM in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

  • Independent Financial Group held 11,868 shares of AAM Transformers ETF worth $750K as of Q2 2026.
  • Independent Financial Group bought 252 AAM Transformers ETF shares in Q2 2026, an estimated $14.3K.
  • AAM Transformers ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #812 holding.
  • Independent Financial Group first reported a position in AAM Transformers ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.