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 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

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

XY Planning Network's AESR Position: Q2 2026 in Review

XY Planning Network reduced its Anfield US Equity Sector Rotation ETF (AESR) stake by 1.1% in Q2 2026, selling an estimated $51.8K and leaving 231,039 shares worth $4.79M. The position accounts for 0.6% of the portfolio, ranked #41.

XY Planning Network first reported a position in AESR in Q2 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

XY Planning Network held 231,039 shares of Anfield US Equity Sector Rotation ETF worth $4.79M as of Q2 2026.
XY Planning Network sold 2,676 Anfield US Equity Sector Rotation ETF shares in Q2 2026, an estimated $51.8K.
Anfield US Equity Sector Rotation ETF made up 0.6% of XY Planning Network's portfolio in Q2 2026, its #41 holding.
XY Planning Network first reported a position in Anfield US Equity Sector Rotation ETF in Q2 2025 and has held it in 5 quarters since.
4 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.