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Anfield US Equity Sector ROT (AESR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Highline Wealth Partners LLC
UNCHANGED
Shares31,891 from 31,891
Change0 (0%)
Value$634.0K (-$27.7K)
Filed 2026-10-19
Mosley Wealth Management
DECREASED
Shares11,413 from 11,924
Change-511 (-4%)
Value$225.8K (-$21.6K)
Filed 2026-10-16
Creative Financial Designs Inc
UNCHANGED
Shares908 from 908
Change0 (0%)
Value$18.1K (-$790)
Filed 2026-11-04
Geneos Wealth Management Inc.
CLOSED
Shares0 from 508,172
Change-508,172 (-100%)
Value$0 (-$10.2M)
Filed 2026-11-09
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 390,023
Change-390,023 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-07
AdvisorNet Financial, Inc
CLOSED
Shares0 from 51,852
Change-51,852 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
Harbour Investments, Inc.
CLOSED
Shares0 from 518
Change-518 (-100%)
Value$0 (-$10.7K)
Filed 2026-11-09
Independent Advisor Alliance
N/A
Shares— from 69,700
Change-69,700 (-100%)
Value—
Status
Highline Wealth Partners LLC
UNCHANGED31,89131,89100%$661.7K$634.0K-$27.7K2026-10-19
Mosley Wealth Management
DECREASED11,41311,924-511-4%$247.4K$225.8K-$21.6K2026-10-16
Creative Financial Designs Inc
UNCHANGED90890800%$18.8K$18.1K-$7902026-11-04
Geneos Wealth Management Inc.
CLOSED0508,172-508,172-100%$10.2M$0-$10.2M2026-11-09
Wealth Enhancement Trust Services, Inc.
CLOSED0390,023-390,023-100%$8.1M$0-$8.1M2026-10-07
AdvisorNet Financial, Inc
CLOSED051,852-51,852-100%$1.1M$0-$1.1M2026-10-15
Harbour Investments, Inc.
CLOSED0518-518-100%$10.7K$0-$10.7K2026-11-09
Independent Advisor Alliance
N/A—69,700-69,700-100%$1.4M———
Showing 8 of 8 institutions