OakChart

Anfield U.S. Equity Sector Rotation ETF

AESRFinancial·Exchange Traded Fund·USA·CBOE·Nov 11 • 3:49 PM ET

19.14+0.35 (1.86%)
2026-11-12 00:29 CET
Market cap
- USD m
Revenue, TTM
- USD m
Net income, TTM
- USD m
Free cash flow, TTM
- USD m
EPS diluted, TTM
-
P/E
-
Compare

Price

AESR against its 20, 50 and 200-day averages
2050200
17.0018.0019.0020.0021.002.0M4.1MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26AESRclose 19.1420-day 19.1950-day 19.66200-day 19.1319.1452w high

8.3% under the 52-week high of 20.87 on 30 Jun 2026. 52-week low 15.77 on 20 Nov 2025. Last 15 sessions, 8.7% high to low

the line is the 50-bar volume average

Profile

AESR

Anfield U.S. Equity Sector Rotation ETF seeks to outperform traditional large-cap equity indices and styles over full market cycles by investing in various sectors of the equity market. The fund is an actively managed exchange traded fund that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of ETFs that each invest at least 80% of their assets in U.S. equity securities. It may also invest in various types of derivatives, including exchange listed and over the counter futures, options, total return swaps, forwards and repurchase agreements.

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
No quarterly earnings.

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
No annual earnings.

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

No estimate history.

Income statement, annual

No statement data.

Income statement, quarterly

No statement data.

Balance sheet, annual

No statement data.

Cash flow, annual

No statement data.

Balance sheet, quarterly

No statement data.

Cash flow, quarterly

No statement data.

Revenue breakdown

Revenue split-

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-30-0.0M-39.72K
2026-10-15-0.0M-37.81K
2026-09-30-0.0M-36.60K
2026-09-15-0.0M-97.81K
2026-08-31-0.0M-93.51K
2026-08-14-0.0M-93.28K
2026-07-31-0.0M-90.69K
2026-07-15-0.0M-91.17K
2026-06-30-0.0M-87.68K
2026-06-15-0.0M-23.93K
2026-05-29-0.0M-26.22K
2026-05-15-0.0M-29.22K
2026-04-30-0.0M-28.76K
2026-04-15-0.0M-37.69K
2026-03-31-0.0M-39.56K
2026-03-13-0.0M-46.36K
2026-02-27-0.0M-43.64K
2026-02-13-0.0M-40.53K
2026-01-30-0.0M-43.06K
2026-01-15-0.0M-35.87K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

0
FiledFormDescriptionPeriodLink
No filings.

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
FOUNDATIONS INVESTMENT ADVISORS, LLC75.87%
Geneos Wealth Management Inc.4.11%
Wealth Enhancement Trust Services, Inc.2.80%
XY Planning Network, Inc.1.80%
J.M. Arbour, LLC0.83%
Regatta Research & Money Management0.65%
Independent Advisor Alliance0.52%
AdvisorNet Financial, Inc0.48%
AE Wealth Management LLC0.28%
HIGHLINE WEALTH PARTNERS LLC0.25%

Funds

Fund% owned
-

OakChart. AESR. Cached 15 minutes.

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