AI
ADFI

Atria Investments’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

Atria Investments’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
Q1 		– Sell
-19,360
Closed -$166K – 2031
2025
Q4 		$166K Sell
19,360
-2,576
-12% -$22.2K ﹤0.01% 1987
2025
Q3 		$189K Sell
21,936
-93
-0.4% -$795 ﹤0.01% 1958
2025
Q2 		$188K Sell
22,029
-761
-3% -$6.42K ﹤0.01% 1933
2025
Q1 		$194K Buy
22,790
+1,975
+9% +$16.7K ﹤0.01% 1831
2024
Q4 		$175K Sell
20,815
-149
-0.7% -$1.27K ﹤0.01% 1801
2024
Q3 		$184K Buy
20,964
+151
+0.7% +$1.31K ﹤0.01% 1839
2024
Q2 		$177K Buy
+20,813
New +$176K ﹤0.01% 1835

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
JMA
J.M. Arbour Gardiner, Maine $104M AUM
MWM
Mosley Wealth Management Anaheim, California $221M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM

Atria Investments's ADFI Position: Q1 2026 in Review

Atria Investments sold out of Anfield Dynamic Fixed Income ETF (ADFI) in Q1 2026, closing a stake of 19,360 shares — an estimated $166K sold.

Atria Investments first reported a position in ADFI in Q2 2024 and held it in 7 quarters. The position peaked at $194K in Q1 2025. 15 funds tracked by Wall St. Rank hold ADFI as of Q1 2026.

  • Atria Investments reported no remaining Anfield Dynamic Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 19,360 Anfield Dynamic Fixed Income ETF shares in Q1 2026, an estimated $166K.
  • Atria Investments first reported a position in Anfield Dynamic Fixed Income ETF in Q2 2024 and held it in 7 quarters.
  • Atria Investments's Anfield Dynamic Fixed Income ETF position peaked at $194K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.