Axxcess Wealth Management
AFIF icon

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

Axxcess 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 		$13.6M Buy
+1,441,393
New +$13.5M 0.22% 97
2026
Q1 		– Sell
-1,254,687
Closed -$11.8M – 389
2025
Q4 		$11.8M Buy
+1,254,687
New +$11.8M 0.2% 97

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DWM
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Foundations Investment Advisors
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Atria Investments
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Centaurus Financial
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Compass Financial Management
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UWM
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Cambridge Investment Research Advisors
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Axxcess Wealth Management's AFIF Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Anfield Universal Fixed Income ETF (AFIF) in Q2 2026: 1,441,393 shares worth $13.6M. The stake represents 0.22% of the portfolio and ranks #97 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AFIF as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AFIF in Q4 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold AFIF as of Q2 2026.

  • Axxcess Wealth Management held 1,441,393 shares of Anfield Universal Fixed Income ETF worth $13.6M as of Q2 2026.
  • Anfield Universal Fixed Income ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Anfield Universal Fixed Income ETF made up 0.22% of Axxcess Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Axxcess Wealth Management first reported a position in Anfield Universal Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.