LPL Financial
AESR icon

LPL Financial’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

LPL Financial’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 		$193K Buy
+11,515
New +$200K ﹤0.01% 5512

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 $4.31B AUM 18.36% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $104M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

LPL Financial's AESR Position: Q1 2026 in Review

LPL Financial opened a new position in Anfield US Equity Sector Rotation ETF (AESR) in Q1 2026: 11,515 shares worth $193K. The stake represents ﹤0.01% of the portfolio and ranks #5512 among its holdings.

21 funds tracked by Wall St. Rank hold AESR as of Q1 2026.

  • LPL Financial held 11,515 shares of Anfield US Equity Sector Rotation ETF worth $193K as of Q1 2026.
  • Anfield US Equity Sector Rotation ETF was a new LPL Financial position in Q1 2026.
  • Anfield US Equity Sector Rotation ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5512 holding.
  • 21 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.