AWM
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Accurate Wealth Management’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-542
Closed -$4.78K – 270
2022
Q4 		$4.78K Buy
+542
New +$4.73K ﹤0.01% 1032

Other funds holding AFIF

FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
H
HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

Accurate Wealth Management's AFIF Position: Q1 2023 in Review

Accurate Wealth Management sold out of Anfield Universal Fixed Income ETF (AFIF) in Q1 2023, closing a stake of 542 shares — an estimated $4.78K sold.

Accurate Wealth Management first reported a position in AFIF in Q4 2022 and held it in 1 quarter. The position peaked at $4.78K in Q4 2022. 18 funds tracked by Wall St. Rank hold AFIF as of Q1 2023.

  • Accurate Wealth Management reported no remaining Anfield Universal Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 542 Anfield Universal Fixed Income ETF shares in Q1 2023, an estimated $4.78K.
  • Accurate Wealth Management first reported a position in Anfield Universal Fixed Income ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Anfield Universal Fixed Income ETF position peaked at $4.78K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.