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 Q3	$226K	Sell	11,413 -511	-4%	-$10.2K	0.07%	157
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

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

J.M. Arbour Gardiner, Maine $125M AUM 18.1% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $171M AUM 34.87% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Mosley Wealth Management's AESR Position: Q3 2026 in Review

Mosley Wealth Management reduced its Anfield US Equity Sector Rotation ETF (AESR) stake by 4.3% in Q3 2026, selling an estimated $10.2K and leaving 11,413 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #157.

Mosley Wealth Management first reported a position in AESR in Q4 2023 and has held it in 9 quarters since. The position peaked at $781K in Q4 2023. 13 funds tracked by Wall St. Rank hold AESR as of Q3 2026.

Mosley Wealth Management held 11,413 shares of Anfield US Equity Sector Rotation ETF worth $226K as of Q3 2026.
Mosley Wealth Management sold 511 Anfield US Equity Sector Rotation ETF shares in Q3 2026, an estimated $10.2K.
Anfield US Equity Sector Rotation ETF made up 0.07% of Mosley Wealth Management's portfolio in Q3 2026, its #157 holding.
Mosley Wealth Management first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2023 and has held it in 9 quarters since.
Mosley Wealth Management's Anfield US Equity Sector Rotation ETF position peaked at $781K in Q4 2023.
13 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.