Integrated Wealth Concepts’s AAM Transformers ETF TRFM Stock Holding History

Integrated Wealth Concepts’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	$548K	Buy	+8,680	New	+$492K	﹤0.01%	1721

Other funds holding TRFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Integrated Wealth Concepts's TRFM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in AAM Transformers ETF (TRFM) in Q2 2026: 8,680 shares worth $548K. The stake represents ﹤0.01% of the portfolio and ranks #1721 among its holdings.

43 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

Integrated Wealth Concepts held 8,680 shares of AAM Transformers ETF worth $548K as of Q2 2026.
AAM Transformers ETF was a new Integrated Wealth Concepts position in Q2 2026.
AAM Transformers ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1721 holding.
43 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.