Avior Wealth Management
AFIF icon

Avior Wealth Management’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Avior Wealth Management’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
Q3 		– Sell
-12,190
Closed -$114K – 788
2026
Q2 		$114K Sell
12,190
-1,876
-13% -$17.6K ﹤0.01% 779
2026
Q1 		$130K Sell
14,066
-4,366
-24% -$41.1K ﹤0.01% 813
2025
Q4 		$173K Sell
18,432
-54
-0.3% -$509 0.01% 727
2025
Q3 		$173K Sell
18,486
-2,261
-11% -$21.2K 0.01% 698
2025
Q2 		$192K Sell
20,747
-17
-0.1% -$157 0.01% 668
2025
Q1 		$190K Sell
20,764
-3,813
-16% -$35.1K 0.01% 665
2024
Q4 		$224K Sell
24,577
-5,272
-18% -$48.4K 0.01% 673
2024
Q3 		$274K Sell
29,849
-6,794
-19% -$62.4K 0.01% 614
2024
Q2 		$333K Sell
36,643
-16,337
-31% -$149K 0.01% 546
2024
Q1 		$481K Sell
52,980
-24,267
-31% -$221K 0.02% 461
2023
Q4 		$698K Sell
77,247
-35,771
-32% -$320K 0.04% 267
2023
Q3 		$1.01M Sell
113,018
-7,879
-7% -$70K 0.07% 188
2023
Q2 		$1.06M Sell
120,897
-91,138
-43% -$803K 0.07% 189
2023
Q1 		$1.86M Sell
212,035
-11,667
-5% -$103K 0.13% 125
2022
Q4 		$1.96M Sell
223,702
-2,278
-1% -$19.9K 0.15% 119
2022
Q3 		$1.95M Buy
225,980
+225,880
+225,880% +$2.01M 0.16% 112
2022
Q2 		$0 Buy
+100
New +$907 ﹤0.01% 1047

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Atria Investments
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Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Farther Finance Advisors
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Avior Wealth Management's AFIF Position: Q3 2026 in Review

Avior Wealth Management sold out of Anfield Universal Fixed Income ETF (AFIF) in Q3 2026, closing a stake of 12,190 shares — an estimated $114K sold.

Avior Wealth Management first reported a position in AFIF in Q2 2022 and held it in 17 quarters. The position peaked at $1.96M in Q4 2022. 10 funds tracked by Wall St. Rank hold AFIF as of Q3 2026.

  • Avior Wealth Management reported no remaining Anfield Universal Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
  • Avior Wealth Management sold 12,190 Anfield Universal Fixed Income ETF shares in Q3 2026, an estimated $114K.
  • Avior Wealth Management first reported a position in Anfield Universal Fixed Income ETF in Q2 2022 and held it in 17 quarters.
  • Avior Wealth Management's Anfield Universal Fixed Income ETF position peaked at $1.96M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.