WWM
TRFM icon

Wolff Wiese Magana’s AAM Transformers ETF TRFM Stock Holding History

Wolff Wiese Magana’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 		$15.3K Hold
242
– – 0.01% 419
2026
Q1 		$11.2K Buy
+242
New +$11.8K 0.01% 443

Other funds holding TRFM

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

Wolff Wiese Magana's TRFM Position: Q2 2026 in Review

Wolff Wiese Magana held its AAM Transformers ETF (TRFM) position steady in Q2 2026 at 242 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #419.

Wolff Wiese Magana first reported a position in TRFM in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

  • Wolff Wiese Magana held 242 shares of AAM Transformers ETF worth $15.3K as of Q2 2026.
  • Wolff Wiese Magana left its AAM Transformers ETF share count unchanged in Q2 2026.
  • AAM Transformers ETF made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #419 holding.
  • Wolff Wiese Magana first reported a position in AAM Transformers ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.