AE Wealth Management’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

AE Wealth Management’s Portfolio ADFI Stock Details ADFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Buy	33,025 +32,748	+11,822%	+$278K	﹤0.01%	1526
2026 Q1	$2.35K	Hold	277	–	–	﹤0.01%	2458
2025 Q4	$2.38K	Sell	277 -156	-36%	-$1.34K	﹤0.01%	2319
2025 Q3	$3.72K	Sell	433 -1,317	-75%	-$11.3K	﹤0.01%	2111
2025 Q2	$14.9K	Sell	1,750 -674	-28%	-$5.69K	﹤0.01%	1816
2025 Q1	$20.6K	Buy	2,424 +1,612	+199%	+$13.6K	﹤0.01%	1734
2024 Q4	$6.82K	Buy	+812	New	+$6.95K	﹤0.01%	1884
2023 Q4	–	Sell	-10,046	Closed	-$82.7K	–	2043
2023 Q3	$82.7K	Buy	+10,046	New	+$84.2K	﹤0.01%	1857

Other funds holding ADFI

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

JMA

J.M. Arbour Gardiner, Maine $116M AUM

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

MWM

Mosley Wealth Management Anaheim, California $314M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's ADFI Position: Q2 2026 in Review

AE Wealth Management increased its Anfield Dynamic Fixed Income ETF (ADFI) stake by 11,822% in Q2 2026, buying an estimated $278K and bringing the position to 33,025 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

AE Wealth Management first reported a position in ADFI in Q3 2023 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold ADFI as of Q2 2026.

AE Wealth Management held 33,025 shares of Anfield Dynamic Fixed Income ETF worth $280K as of Q2 2026.
AE Wealth Management bought 32,748 Anfield Dynamic Fixed Income ETF shares in Q2 2026, an estimated $278K.
Anfield Dynamic Fixed Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1526 holding.
AE Wealth Management first reported a position in Anfield Dynamic Fixed Income ETF in Q3 2023 and has held it in 8 quarters since.
14 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.