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SLT Holdings’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

SLT Holdings’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 		$227K Sell
10,947
-15,620
-59% -$303K 0.14% 130
2026
Q1 		$444K Sell
26,567
-563
-2% -$9.8K 0.3% 77
2025
Q4 		$460K Sell
27,130
-4,560
-14% -$90.6K 0.3% 81
2025
Q3 		$652K Sell
31,690
-103,195
-77% -$2.03M 0.42% 54
2025
Q2 		$2.56M Sell
134,885
-9,062
-6% -$157K 1.9% 13
2025
Q1 		$2.37M Sell
143,947
-5,080
-3% -$88.7K 2.23% 10
2024
Q4 		$2.58M Buy
+149,027
New +$2.6M 2.39% 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
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
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

SLT Holdings's AESR Position: Q2 2026 in Review

SLT Holdings reduced its Anfield US Equity Sector Rotation ETF (AESR) stake by 59% in Q2 2026, selling an estimated $303K and leaving 10,947 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #130.

SLT Holdings first reported a position in AESR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.58M in Q4 2024. 17 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

  • SLT Holdings held 10,947 shares of Anfield US Equity Sector Rotation ETF worth $227K as of Q2 2026.
  • SLT Holdings sold 15,620 Anfield US Equity Sector Rotation ETF shares in Q2 2026, an estimated $303K.
  • Anfield US Equity Sector Rotation ETF made up 0.14% of SLT Holdings's portfolio in Q2 2026, its #130 holding.
  • SLT Holdings first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2024 and has held it in 7 quarters since.
  • SLT Holdings's Anfield US Equity Sector Rotation ETF position peaked at $2.58M in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

Based on SLT Holdings's 13F filing for Q2 2026, filed 17 Jul 2026.