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Regatta Research & Money Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Regatta Research & Money 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
Q2 		$1.67M Buy
+80,562
New +$1.56M 1.58% 10

Other funds holding AESR

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Regatta Research & Money Management's AESR Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Anfield US Equity Sector Rotation ETF (AESR) in Q2 2026: 80,562 shares worth $1.67M. The stake represents 1.58% of the portfolio and ranks #10 among its holdings.

17 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

  • Regatta Research & Money Management held 80,562 shares of Anfield US Equity Sector Rotation ETF worth $1.67M as of Q2 2026.
  • Anfield US Equity Sector Rotation ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Anfield US Equity Sector Rotation ETF made up 1.58% of Regatta Research & Money Management's portfolio in Q2 2026, its #10 holding.
  • 17 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.