AWM
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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
Q1 		– Sell
-1,254,687
Closed -$11.8M – 389
2025
Q4 		$11.8M Buy
+1,254,687
New +$11.8M 0.2% 97

Other funds holding AFIF

WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UWM
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

Axxcess Wealth Management's AFIF Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Anfield Universal Fixed Income ETF (AFIF) in Q1 2026, closing a stake of 1,254,687 shares — an estimated $11.8M sold.

Axxcess Wealth Management first reported a position in AFIF in Q4 2025 and held it in 1 quarter. The position peaked at $11.8M in Q4 2025. 42 funds tracked by Wall St. Rank hold AFIF as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Anfield Universal Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,254,687 Anfield Universal Fixed Income ETF shares in Q1 2026, an estimated $11.8M.
  • Axxcess Wealth Management first reported a position in Anfield Universal Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Anfield Universal Fixed Income ETF position peaked at $11.8M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.