XY Planning Network
AESR icon

XY Planning Network’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

XY Planning Network’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 		$4.58M Sell
230,152
-887
-0.4% -$17.7K 0.49% 48
2026
Q2 		$4.79M Sell
231,039
-2,676
-1% -$51.8K 0.6% 41
2026
Q1 		$3.98M Hold
233,715
– – 0.64% 37
2025
Q4 		$3.96M Sell
233,715
-3,092
-1% -$61.4K 0.69% 32
2025
Q3 		$4.49M Hold
236,807
– – 1.53% 17
2025
Q2 		$4.49M Buy
+236,807
New +$4.09M 1.53% 17

Other funds holding AESR

Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $171M AUM 33.79% 1-Year Est. Return

XY Planning Network's AESR Position: Q3 2026 in Review

XY Planning Network reduced its Anfield US Equity Sector Rotation ETF (AESR) stake by 0.38% in Q3 2026, selling an estimated $17.7K and leaving 230,152 shares worth $4.58M. The position accounts for 0.49% of the portfolio, ranked #48.

XY Planning Network first reported a position in AESR in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.79M in Q2 2026. 7 funds tracked by Wall St. Rank hold AESR as of Q3 2026.

  • XY Planning Network held 230,152 shares of Anfield US Equity Sector Rotation ETF worth $4.58M as of Q3 2026.
  • XY Planning Network sold 887 Anfield US Equity Sector Rotation ETF shares in Q3 2026, an estimated $17.7K.
  • Anfield US Equity Sector Rotation ETF made up 0.49% of XY Planning Network's portfolio in Q3 2026, its #48 holding.
  • XY Planning Network first reported a position in Anfield US Equity Sector Rotation ETF in Q2 2025 and has held it in 6 quarters since.
  • XY Planning Network's Anfield US Equity Sector Rotation ETF position peaked at $4.79M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.