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Capital Wealth Alliance’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Capital Wealth Alliance’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
2024
Q3 		– Sell
-15,692
Closed -$143K – 78
2024
Q2 		$143K Hold
15,692
– – 0.08% 101
2024
Q1 		$143K Sell
15,692
-419,105
-96% -$3.81M 0.08% 103
2023
Q4 		$3.93M Buy
434,797
+1,778
+0.4% +$15.9K 2.7% 6
2023
Q3 		$3.85M Buy
433,019
+14,275
+3% +$127K 2.9% 7
2023
Q2 		$3.68M Buy
418,744
+2,897
+0.7% +$25.5K 2.77% 6
2023
Q1 		$3.65M Buy
415,847
+128,313
+45% +$1.13M 2.95% 5
2022
Q4 		$2.52M Sell
287,534
-259,071
-47% -$2.26M 2.11% 10
2022
Q3 		$4.72M Sell
546,605
-31,889
-6% -$283K 3.91% 4
2022
Q2 		$5.13M Buy
578,494
+15,824
+3% +$144K 3.59% 4
2022
Q1 		$5.19M Buy
562,670
+35,251
+7% +$331K 3.09% 4
2021
Q4 		$5.05M Sell
527,419
-17,289
-3% -$166K 2.94% 5
2021
Q3 		$5.23M Buy
544,708
+33,361
+7% +$323K 3.18% 4
2021
Q2 		$4.98M Buy
511,347
+101,958
+25% +$991K 3.18% 4
2021
Q1 		$3.98M Buy
409,389
+29,052
+8% +$283K 2.66% 4
2020
Q4 		$3.71M Buy
380,337
+29,588
+8% +$290K 2.71% 6
2020
Q3 		$3.44M Buy
350,749
+39,629
+13% +$390K 3.09% 6
2020
Q2 		$3.05M Buy
311,120
+877
+0.3% +$8.59K 3.17% 6
2020
Q1 		$3.01M Buy
+310,243
New +$3.03M 3.14% 4

Other funds holding AFIF

FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital Wealth Alliance's AFIF Position: Q3 2024 in Review

Capital Wealth Alliance sold out of Anfield Universal Fixed Income ETF (AFIF) in Q3 2024, closing a stake of 15,692 shares — an estimated $143K sold.

Capital Wealth Alliance first reported a position in AFIF in Q1 2020 and held it in 18 quarters. The position peaked at $5.23M in Q3 2021. 21 funds tracked by Wall St. Rank hold AFIF as of Q3 2024.

  • Capital Wealth Alliance reported no remaining Anfield Universal Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Capital Wealth Alliance sold 15,692 Anfield Universal Fixed Income ETF shares in Q3 2024, an estimated $143K.
  • Capital Wealth Alliance first reported a position in Anfield Universal Fixed Income ETF in Q1 2020 and held it in 18 quarters.
  • Capital Wealth Alliance's Anfield Universal Fixed Income ETF position peaked at $5.23M in Q3 2021.
  • 21 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q3 2024.

Based on Capital Wealth Alliance's 13F filing for Q3 2024, filed 30 Oct 2024.