Atria Investments’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Atria Investments’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
2026 Q1	$8.45M	Buy	+907,271	New	+$8.55M	0.09%	230
2022 Q2	–	Sell	-180,150	Closed	-$1.66M	–	750
2022 Q1	$1.66M	Sell	180,150 -73,922	-29%	-$694K	0.03%	636
2021 Q4	$2.43M	Sell	254,072 -435,671	-63%	-$4.18M	0.04%	486
2021 Q3	$6.64M	Sell	689,743 -50,884	-7%	-$493K	0.12%	186
2021 Q2	$7.2M	Sell	740,627 -386,971	-34%	-$3.76M	0.14%	167
2021 Q1	$11M	Buy	+1,127,598	New	+$11M	0.24%	94

Other funds holding AFIF

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return