KCFA
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Key Client Fiduciary Advisors’s AAM Transformers ETF TRFM Stock Holding History

Key Client Fiduciary 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 		$2.96M Buy
46,846
+110
+0.2% +$6.23K 0.85% 22
2026
Q1 		$2.17M Buy
46,736
+9,537
+26% +$466K 0.74% 27
2025
Q4 		$1.77M Buy
37,199
+16,263
+78% +$790K 0.6% 41
2025
Q3 		$1.01M Buy
20,936
+6,806
+48% +$307K 0.34% 59
2025
Q2 		$610K Buy
+14,130
New +$533K 0.25% 92

Other funds holding TRFM

SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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

Key Client Fiduciary Advisors's TRFM Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its AAM Transformers ETF (TRFM) stake by 0.24% in Q2 2026, buying an estimated $6.23K and bringing the position to 46,846 shares worth $2.96M. The position accounts for 0.85% of the portfolio, ranked #22.

Key Client Fiduciary Advisors first reported a position in TRFM in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

  • Key Client Fiduciary Advisors held 46,846 shares of AAM Transformers ETF worth $2.96M as of Q2 2026.
  • Key Client Fiduciary Advisors bought 110 AAM Transformers ETF shares in Q2 2026, an estimated $6.23K.
  • AAM Transformers ETF made up 0.85% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #22 holding.
  • Key Client Fiduciary Advisors first reported a position in AAM Transformers ETF in Q2 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.