Foundations Investment Advisors, LLC 13D and 13G filings for Anfield U.S. Equity Sector Rotation ETF:
- Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
- Shares have been adjusted for stock splits.
Reported DateTime |
Transaction Date |
Type | Company Symbol |
Filed By Symbol |
Shares Owned % Owned |
Shares Vs. Prev Report | View |
2024-12-05 7:52 pm Purchase |
2024-11-30 | 13G | Anfield U.S. Equity Sector Rotation ETF AESR |
Foundations Investment Advisors, LLC | 4,945,977 64.700% |
2,035,113![]() (+69.91%) |
Filing |
2023-10-06 3:48 pm Purchase |
2023-09-30 | 13G | Anfield U.S. Equity Sector Rotation ETF AESR |
Foundations Investment Advisors, LLC | 2,910,864 32.700% |
390,660![]() (+15.50%) |
Filing |
2023-07-10 9:47 pm Purchase |
2023-06-30 | 13G | Anfield U.S. Equity Sector Rotation ETF AESR |
Foundations Investment Advisors, LLC | 2,520,204 27.690% |
692,254![]() (+37.87%) |
Filing |
2023-01-26 3:35 pm Purchase |
2022-12-30 | 13G | Anfield U.S. Equity Sector Rotation ETF AESR |
Foundations Investment Advisors, LLC | 1,827,950 21.190% |
1,827,950![]() (New Position) |
Filing |