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

AE 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
2025
Q2 		– Sell
-744
Closed -$6.85K – 2161
2025
Q1 		$6.85K Sell
744
-23
-3% -$212 ﹤0.01% 1899
2024
Q4 		$7.02K Buy
+767
New +$7.04K ﹤0.01% 1880
2024
Q1 		– Sell
-13,623
Closed -$124K – 1159
2023
Q4 		$124K Sell
13,623
-12,322
-47% -$110K ﹤0.01% 1928
2023
Q3 		$231K Buy
25,945
+10,199
+65% +$90.6K ﹤0.01% 1724
2023
Q2 		$139K Sell
15,746
-412
-3% -$3.63K ﹤0.01% 1778
2023
Q1 		$142K Buy
16,158
+1,880
+13% +$16.6K ﹤0.01% 1763
2022
Q4 		$125K Sell
14,278
-1,400
-9% -$12.2K ﹤0.01% 1708
2022
Q3 		$135K Sell
15,678
-756
-5% -$6.71K ﹤0.01% 1644
2022
Q2 		$146K Sell
16,434
-2,774
-14% -$25.2K ﹤0.01% 1621
2022
Q1 		$177K Sell
19,208
-296,982
-94% -$2.79M ﹤0.01% 1587
2021
Q4 		$3.03M Buy
316,190
+5,506
+2% +$52.9K 0.02% 563
2021
Q3 		$2.99M Buy
310,684
+12,872
+4% +$125K 0.02% 515
2021
Q2 		$2.9M Sell
297,812
-19,076
-6% -$185K 0.03% 526
2021
Q1 		$3.08M Sell
316,888
-178,403
-36% -$1.74M 0.03% 446
2020
Q4 		$4.85M Buy
495,291
+41,892
+9% +$410K 0.06% 280
2020
Q3 		$4.45M Buy
453,399
+22,640
+5% +$223K 0.06% 253
2020
Q2 		$4.23M Buy
430,759
+409,196
+1,898% +$4.01M 0.07% 250
2020
Q1 		$209K Sell
21,563
-4,963
-19% -$48.5K ﹤0.01% 995
2019
Q4 		$257K Buy
26,526
+3,944
+17% +$38.5K 0.01% 962
2019
Q3 		$220K Sell
22,582
-43,200
-66% -$422K 0.01% 895
2019
Q2 		$649K Buy
65,782
+31,903
+94% +$318K 0.02% 516
2019
Q1 		$338K Sell
33,879
-42,248
-55% -$422K 0.02% 431
2018
Q4 		$754K Buy
76,127
+54,643
+254% +$547K 0.13% 184
2018
Q3 		$215K Buy
+21,484
New +$216K 0.01% 538

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

AE Wealth Management's AFIF Position: Q2 2025 in Review

AE Wealth Management sold out of Anfield Universal Fixed Income ETF (AFIF) in Q2 2025, closing a stake of 744 shares — an estimated $6.85K sold.

AE Wealth Management first reported a position in AFIF in Q3 2018 and held it in 24 quarters. The position peaked at $4.85M in Q4 2020. 26 funds tracked by Wall St. Rank hold AFIF as of Q2 2025.

  • AE Wealth Management reported no remaining Anfield Universal Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 744 Anfield Universal Fixed Income ETF shares in Q2 2025, an estimated $6.85K.
  • AE Wealth Management first reported a position in Anfield Universal Fixed Income ETF in Q3 2018 and held it in 24 quarters.
  • AE Wealth Management's Anfield Universal Fixed Income ETF position peaked at $4.85M in Q4 2020.
  • 26 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.