AWM
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
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

Other funds holding AFIF

WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
DA
Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return
AF
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CF
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

Avior Wealth Management's AFIF Position: Q2 2026 in Review

Avior Wealth Management reduced its Anfield Universal Fixed Income ETF (AFIF) stake by 13% in Q2 2026, selling an estimated $17.6K and leaving 12,190 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Avior Wealth Management first reported a position in AFIF in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.96M in Q4 2022. 31 funds tracked by Wall St. Rank hold AFIF as of Q2 2026.

  • Avior Wealth Management held 12,190 shares of Anfield Universal Fixed Income ETF worth $114K as of Q2 2026.
  • Avior Wealth Management sold 1,876 Anfield Universal Fixed Income ETF shares in Q2 2026, an estimated $17.6K.
  • Anfield Universal Fixed Income ETF made up ﹤0.01% of Avior Wealth Management's portfolio in Q2 2026, its #779 holding.
  • Avior Wealth Management first reported a position in Anfield Universal Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Avior Wealth Management's Anfield Universal Fixed Income ETF position peaked at $1.96M in Q4 2022.
  • 31 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.