AFG
ADFI

Atomi Financial Group’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

Atomi Financial Group’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
2025
Q2 		– Sell
-28,146
Closed -$239K – 1111
2025
Q1 		$239K Sell
28,146
-3,129
-10% -$26.5K 0.01% 886
2024
Q4 		$262K Buy
+31,275
New +$268K 0.01% 787

Other funds holding ADFI

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atomi Financial Group's ADFI Position: Q2 2025 in Review

Atomi Financial Group sold out of Anfield Dynamic Fixed Income ETF (ADFI) in Q2 2025, closing a stake of 28,146 shares — an estimated $239K sold.

Atomi Financial Group first reported a position in ADFI in Q4 2024 and held it in 2 quarters. The position peaked at $262K in Q4 2024. 14 funds tracked by Wall St. Rank hold ADFI as of Q2 2025.

  • Atomi Financial Group reported no remaining Anfield Dynamic Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 28,146 Anfield Dynamic Fixed Income ETF shares in Q2 2025, an estimated $239K.
  • Atomi Financial Group first reported a position in Anfield Dynamic Fixed Income ETF in Q4 2024 and held it in 2 quarters.
  • Atomi Financial Group's Anfield Dynamic Fixed Income ETF position peaked at $262K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.