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J.M. Arbour’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

J.M. Arbour’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 		$1.95M Buy
116,817
+12,168
+12% +$212K 1.88% 12
2025
Q4 		$1.77M Buy
+104,649
New +$2.08M 1.77% 13

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 $4.9B 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
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM

J.M. Arbour's AESR Position: Q1 2026 in Review

J.M. Arbour increased its Anfield US Equity Sector Rotation ETF (AESR) stake by 12% in Q1 2026, buying an estimated $212K and bringing the position to 116,817 shares worth $1.95M. The position accounts for 1.88% of the portfolio, ranked #12.

J.M. Arbour first reported a position in AESR in Q4 2025 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold AESR as of Q1 2026.

  • J.M. Arbour held 116,817 shares of Anfield US Equity Sector Rotation ETF worth $1.95M as of Q1 2026.
  • J.M. Arbour bought 12,168 Anfield US Equity Sector Rotation ETF shares in Q1 2026, an estimated $212K.
  • Anfield US Equity Sector Rotation ETF made up 1.88% of J.M. Arbour's portfolio in Q1 2026, its #12 holding.
  • J.M. Arbour first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2025 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.