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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steward Partners Investment Advisory's TRFM Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its AAM Transformers ETF (TRFM) stake by 43% in Q1 2026, buying an estimated $70.8K and bringing the position to 4,825 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Steward Partners Investment Advisory first reported a position in TRFM in Q3 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold TRFM as of Q1 2026.

  • Steward Partners Investment Advisory held 4,825 shares of AAM Transformers ETF worth $224K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,448 AAM Transformers ETF shares in Q1 2026, an estimated $70.8K.
  • AAM Transformers ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1957 holding.
  • Steward Partners Investment Advisory first reported a position in AAM Transformers ETF in Q3 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.