WWM
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Walser Wealth Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Walser Wealth 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 		– Sell
-15,718
Closed -$263K – 217
2026
Q1 		$263K Buy
15,718
+5,409
+52% +$94.1K 0.12% 144
2025
Q4 		$175K Buy
+10,309
New +$205K 0.09% 141

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

Walser Wealth Management's AESR Position: Q2 2026 in Review

Walser Wealth Management sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q2 2026, closing a stake of 15,718 shares — an estimated $263K sold.

Walser Wealth Management first reported a position in AESR in Q4 2025 and held it in 2 quarters. The position peaked at $263K in Q1 2026. 17 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

  • Walser Wealth Management reported no remaining Anfield US Equity Sector Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • Walser Wealth Management sold 15,718 Anfield US Equity Sector Rotation ETF shares in Q2 2026, an estimated $263K.
  • Walser Wealth Management first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2025 and held it in 2 quarters.
  • Walser Wealth Management's Anfield US Equity Sector Rotation ETF position peaked at $263K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.