Mosley Wealth Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Mosley Wealth Management’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 Q2	$247K	Sell	11,924 -24,781	-68%	-$480K	0.08%	142
2026 Q1	$755K	Buy	36,705 +6	+0%	+$104	0.34%	65
2025 Q4	$765K	Buy	+36,699	New	+$729K	0.35%	68
2024 Q4	$749K	Sell	42,053 -1,710	-4%	-$29.9K	0.46%	49
2024 Q3	$761K	Sell	43,763 -2,047	-4%	-$33.6K	0.52%	40
2024 Q2	$749K	Sell	45,810 -40	-0.1%	-$623	0.64%	29
2024 Q1	$714K	Sell	45,850 -10,717	-19%	-$157K	0.67%	32
2023 Q4	$781K	Buy	+56,567	New	+$722K	0.77%	28

Other funds holding AESR

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Mosley Wealth Management's AESR Position: Q2 2026 in Review

Mosley Wealth Management reduced its Anfield US Equity Sector Rotation ETF (AESR) stake by 68% in Q2 2026, selling an estimated $480K and leaving 11,924 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #142.

Mosley Wealth Management first reported a position in AESR in Q4 2023 and has held it in 8 quarters since. The position peaked at $781K in Q4 2023. 11 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

Mosley Wealth Management held 11,924 shares of Anfield US Equity Sector Rotation ETF worth $247K as of Q2 2026.
Mosley Wealth Management sold 24,781 Anfield US Equity Sector Rotation ETF shares in Q2 2026, an estimated $480K.
Anfield US Equity Sector Rotation ETF made up 0.08% of Mosley Wealth Management's portfolio in Q2 2026, its #142 holding.
Mosley Wealth Management first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's Anfield US Equity Sector Rotation ETF position peaked at $781K in Q4 2023.
11 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.