Walser Wealth Management
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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
Q3 		$454K Buy
+22,812
New +$455K 0.18% 127
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

Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
J.M. Arbour
J.M. Arbour Gardiner, Maine $125M AUM 18.1% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
SLT Holdings
SLT Holdings Scottsdale, Arizona $171M AUM 34.87% 1-Year Est. Return
DecisionPoint Financial
DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Walser Wealth Management's AESR Position: Q3 2026 in Review

Walser Wealth Management opened a new position in Anfield US Equity Sector Rotation ETF (AESR) in Q3 2026: 22,812 shares worth $454K. The stake represents 0.18% of the portfolio and ranks #127 among its holdings. This is a return to the name: Walser Wealth Management previously reported a position in AESR as recently as Q1 2026.

Walser Wealth Management first reported a position in AESR in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold AESR as of Q3 2026.

  • Walser Wealth Management held 22,812 shares of Anfield US Equity Sector Rotation ETF worth $454K as of Q3 2026.
  • Anfield US Equity Sector Rotation ETF was a new Walser Wealth Management position in Q3 2026.
  • Anfield US Equity Sector Rotation ETF made up 0.18% of Walser Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Walser Wealth Management first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q3 2026.

Based on Walser Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.