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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

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

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. 43 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.
  • 43 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.