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 Q2	$9M	Buy	956,431 +49,160	+5%	+$462K	0.09%	234
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

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Investments's AFIF Position: Q2 2026 in Review

Atria Investments increased its Anfield Universal Fixed Income ETF (AFIF) stake by 5.4% in Q2 2026, buying an estimated $462K and bringing the position to 956,431 shares worth $9M. The position accounts for 0.09% of the portfolio, ranked #234.

Atria Investments first reported a position in AFIF in Q1 2021 and has held it in 7 quarters since. The position peaked at $11M in Q1 2021. 31 funds tracked by Wall St. Rank hold AFIF as of Q2 2026.

Atria Investments held 956,431 shares of Anfield Universal Fixed Income ETF worth $9M as of Q2 2026.
Atria Investments bought 49,160 Anfield Universal Fixed Income ETF shares in Q2 2026, an estimated $462K.
Anfield Universal Fixed Income ETF made up 0.09% of Atria Investments's portfolio in Q2 2026, its #234 holding.
Atria Investments first reported a position in Anfield Universal Fixed Income ETF in Q1 2021 and has held it in 7 quarters since.
Atria Investments's Anfield Universal Fixed Income ETF position peaked at $11M in Q1 2021.
31 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.