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Prospera Financial Services’s AAM Transformers ETF TRFM Stock Holding History

Prospera Financial 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 		$448K Hold
7,097
– – 0.01% 1086
2026
Q1 		$330K Buy
7,097
+177
+3% +$8.65K 0.01% 1178
2025
Q4 		$330K Buy
+6,920
New +$336K 0.01% 1113

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
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
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Prospera Financial Services's TRFM Position: Q2 2026 in Review

Prospera Financial Services held its AAM Transformers ETF (TRFM) position steady in Q2 2026 at 7,097 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #1086.

Prospera Financial Services first reported a position in TRFM in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

  • Prospera Financial Services held 7,097 shares of AAM Transformers ETF worth $448K as of Q2 2026.
  • Prospera Financial Services left its AAM Transformers ETF share count unchanged in Q2 2026.
  • AAM Transformers ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1086 holding.
  • Prospera Financial Services first reported a position in AAM Transformers ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.