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Wealth Enhancement Trust Services’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Wealth Enhancement Trust Services’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 		$8.09M Sell
390,023
-32,084
-8% -$621K 0.9% 29
2026
Q1 		$7.06M Sell
422,107
-18,561
-4% -$323K 0.85% 28
2025
Q4 		$7.47M Buy
+440,668
New +$8.75M 0.94% 25

Other funds holding AESR

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
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
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
DF
DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return

Wealth Enhancement Trust Services's AESR Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Anfield US Equity Sector Rotation ETF (AESR) stake by 7.6% in Q2 2026, selling an estimated $621K and leaving 390,023 shares worth $8.09M. The position accounts for 0.9% of the portfolio, ranked #29.

Wealth Enhancement Trust Services first reported a position in AESR in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

  • Wealth Enhancement Trust Services held 390,023 shares of Anfield US Equity Sector Rotation ETF worth $8.09M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 32,084 Anfield US Equity Sector Rotation ETF shares in Q2 2026, an estimated $621K.
  • Anfield US Equity Sector Rotation ETF made up 0.9% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #29 holding.
  • Wealth Enhancement Trust Services first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.