Steward Partners Investment Advisory’s AAM Transformers ETF TRFM Stock Holding History

Steward Partners Investment Advisory’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	$400K	Buy	6,335 +1,510	+31%	+$85.6K	﹤0.01%	1833
2026 Q1	$224K	Buy	4,825 +1,448	+43%	+$70.8K	﹤0.01%	1957
2025 Q4	$161K	Buy	3,377 +296	+10%	+$14.4K	﹤0.01%	2035
2025 Q3	$149K	Buy	+3,081	New	+$139K	﹤0.01%	2017

Other funds holding TRFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Steward Partners Investment Advisory's TRFM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its AAM Transformers ETF (TRFM) stake by 31% in Q2 2026, buying an estimated $85.6K and bringing the position to 6,335 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Steward Partners Investment Advisory 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.

Steward Partners Investment Advisory held 6,335 shares of AAM Transformers ETF worth $400K as of Q2 2026.
Steward Partners Investment Advisory bought 1,510 AAM Transformers ETF shares in Q2 2026, an estimated $85.6K.
AAM Transformers ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1833 holding.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.