UBS Group
TRFM icon

UBS Group’s AAM Transformers ETF TRFM Stock Holding History

UBS Group’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 		$15.2K Buy
+241
New +$13.7K ﹤0.01% 8323
2024
Q4 		– Sell
-555
Closed -$19.3K – 10389
2024
Q3 		$19.3K Buy
+555
New +$18.5K ﹤0.01% 7393

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 22.96% 1-Year Est. Return

UBS Group's TRFM Position: Q2 2026 in Review

UBS Group opened a new position in AAM Transformers ETF (TRFM) in Q2 2026: 241 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #8323 among its holdings. This is a return to the name: UBS Group previously reported a position in TRFM as recently as Q3 2024.

UBS Group first reported a position in TRFM in Q3 2024 and has held it in 2 quarters since. The position peaked at $19.3K in Q3 2024. 43 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

  • UBS Group held 241 shares of AAM Transformers ETF worth $15.2K as of Q2 2026.
  • AAM Transformers ETF was a new UBS Group position in Q2 2026.
  • AAM Transformers ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8323 holding.
  • UBS Group first reported a position in AAM Transformers ETF in Q3 2024 and has held it in 2 quarters since.
  • UBS Group's AAM Transformers ETF position peaked at $19.3K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.