9823 Capital’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

9823 Capital’s Portfolio AFIF Stock Details AFIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56M	Sell	166,542 -13,398	-7%	-$126K	1.06%	10
2026 Q1	$1.68M	Buy	179,940 +29,693	+20%	+$280K	1.27%	11
2025 Q4	$1.41M	Buy	+150,247	New	+$1.42M	0.97%	10

Other funds holding AFIF

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Compass Financial Management Tampa, Florida $829M AUM

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

9823 Capital's AFIF Position: Q2 2026 in Review

9823 Capital reduced its Anfield Universal Fixed Income ETF (AFIF) stake by 7.4% in Q2 2026, selling an estimated $126K and leaving 166,542 shares worth $1.56M. The position accounts for 1.06% of the portfolio, ranked #10.

9823 Capital first reported a position in AFIF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.68M in Q1 2026. 30 funds tracked by Wall St. Rank hold AFIF as of Q2 2026.

9823 Capital held 166,542 shares of Anfield Universal Fixed Income ETF worth $1.56M as of Q2 2026.
9823 Capital sold 13,398 Anfield Universal Fixed Income ETF shares in Q2 2026, an estimated $126K.
Anfield Universal Fixed Income ETF made up 1.06% of 9823 Capital's portfolio in Q2 2026, its #10 holding.
9823 Capital first reported a position in Anfield Universal Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
9823 Capital's Anfield Universal Fixed Income ETF position peaked at $1.68M in Q1 2026.
30 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2026.

Based on 9823 Capital's 13F filing for Q2 2026, filed 14 Aug 2026.