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NWF Advisory Services’s AAM Transformers ETF TRFM Stock Holding History

NWF Advisory Services’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 		$501K Buy
+7,930
New +$449K 0.05% 228

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

NWF Advisory Services's TRFM Position: Q2 2026 in Review

NWF Advisory Services opened a new position in AAM Transformers ETF (TRFM) in Q2 2026: 7,930 shares worth $501K. The stake represents 0.05% of the portfolio and ranks #228 among its holdings.

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

  • NWF Advisory Services held 7,930 shares of AAM Transformers ETF worth $501K as of Q2 2026.
  • AAM Transformers ETF was a new NWF Advisory Services position in Q2 2026.
  • AAM Transformers ETF made up 0.05% of NWF Advisory Services's portfolio in Q2 2026, its #228 holding.
  • 14 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.