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J.W. Cole Advisors’s AAM Transformers ETF TRFM Stock Holding History

J.W. Cole Advisors’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 		$214K Buy
+3,395
New +$192K ﹤0.01% 1473

Other funds holding TRFM

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

J.W. Cole Advisors's TRFM Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in AAM Transformers ETF (TRFM) in Q2 2026: 3,395 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1473 among its holdings.

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

  • J.W. Cole Advisors held 3,395 shares of AAM Transformers ETF worth $214K as of Q2 2026.
  • AAM Transformers ETF was a new J.W. Cole Advisors position in Q2 2026.
  • AAM Transformers ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1473 holding.
  • 8 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.