J.M. Arbour
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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
Q3 		$2.11M Buy
+106,034
New +$2.12M 1.69% 9
2026
Q2 		– Sell
-116,817
Closed -$1.95M – 133
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

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.22B AUM 35.98% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

J.M. Arbour's AESR Position: Q3 2026 in Review

J.M. Arbour opened a new position in Anfield US Equity Sector Rotation ETF (AESR) in Q3 2026: 106,034 shares worth $2.11M. The stake represents 1.69% of the portfolio and ranks #9 among its holdings. This is a return to the name: J.M. Arbour previously reported a position in AESR as recently as Q1 2026.

J.M. Arbour first reported a position in AESR in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold AESR as of Q3 2026.

  • J.M. Arbour held 106,034 shares of Anfield US Equity Sector Rotation ETF worth $2.11M as of Q3 2026.
  • Anfield US Equity Sector Rotation ETF was a new J.M. Arbour position in Q3 2026.
  • Anfield US Equity Sector Rotation ETF made up 1.69% of J.M. Arbour's portfolio in Q3 2026, its #9 holding.
  • J.M. Arbour first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q3 2026.

Based on J.M. Arbour's 13F filing for Q3 2026, filed 5 Nov 2026.