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Principal Securities’s AAM Transformers ETF TRFM Stock Holding History

Principal Securities’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 		$1.2M Buy
18,927
+10,480
+124% +$594K 0.01% 726
2026
Q1 		$392K Buy
8,447
+2,951
+54% +$144K 0.01% 1082
2025
Q4 		$262K Buy
5,496
+762
+16% +$37K ﹤0.01% 1197
2025
Q3 		$229K Buy
+4,734
New +$213K ﹤0.01% 1228

Other funds holding TRFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Principal Securities's TRFM Position: Q2 2026 in Review

Principal Securities increased its AAM Transformers ETF (TRFM) stake by 124% in Q2 2026, buying an estimated $594K and bringing the position to 18,927 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #726.

Principal Securities first reported a position in TRFM in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

  • Principal Securities held 18,927 shares of AAM Transformers ETF worth $1.2M as of Q2 2026.
  • Principal Securities bought 10,480 AAM Transformers ETF shares in Q2 2026, an estimated $594K.
  • AAM Transformers ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #726 holding.
  • Principal Securities first reported a position in AAM Transformers ETF in Q3 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.