Ashton Thomas Private Wealth’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Ashton Thomas Private Wealth’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
2020 Q2	–	Sell	-10,225	Closed	-$99.1K	–	233
2020 Q1	$99.1K	Sell	10,225 -154,304	-94%	-$1.51M	0.04%	205
2019 Q4	$1.6M	Sell	164,529 -37,844	-19%	-$369K	0.53%	51
2019 Q3	$1.97M	Sell	202,373 -429,778	-68%	-$4.2M	0.82%	33
2019 Q2	$6.23M	Buy	632,151 +149,254	+31%	+$1.49M	2.4%	5
2019 Q1	$4.82M	Buy	+482,897	New	+$4.82M	1.98%	9

Other funds holding AFIF

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Ashton Thomas Private Wealth's AFIF Position: Q2 2020 in Review

Ashton Thomas Private Wealth sold out of Anfield Universal Fixed Income ETF (AFIF) in Q2 2020, closing a stake of 10,225 shares — an estimated $99.1K sold.

Ashton Thomas Private Wealth first reported a position in AFIF in Q1 2019 and held it in 5 quarters. The position peaked at $6.23M in Q2 2019. 15 funds tracked by Wall St. Rank hold AFIF as of Q2 2020.

Ashton Thomas Private Wealth reported no remaining Anfield Universal Fixed Income ETF position as of Q2 2020 after selling out during the quarter.
Ashton Thomas Private Wealth sold 10,225 Anfield Universal Fixed Income ETF shares in Q2 2020, an estimated $99.1K.
Ashton Thomas Private Wealth first reported a position in Anfield Universal Fixed Income ETF in Q1 2019 and held it in 5 quarters.
Ashton Thomas Private Wealth's Anfield Universal Fixed Income ETF position peaked at $6.23M in Q2 2019.
15 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2020.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2020, filed 22 Apr 2024.