Carson Wealth (CWM LLC)
AFIF icon

Carson Wealth (CWM LLC)’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Carson Wealth (CWM LLC)’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
2022
Q4 		– Sell
-425,871
Closed -$3.68M – 3942
2022
Q3 		$3.68M Buy
+425,871
New +$3.78M 0.03% 328

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 $365M AUM 22.69% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AFIF Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Anfield Universal Fixed Income ETF (AFIF) in Q4 2022, closing a stake of 425,871 shares — an estimated $3.68M sold.

Carson Wealth (CWM LLC) first reported a position in AFIF in Q3 2022 and held it in 1 quarter. The position peaked at $3.68M in Q3 2022. 22 funds tracked by Wall St. Rank hold AFIF as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Anfield Universal Fixed Income ETF position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 425,871 Anfield Universal Fixed Income ETF shares in Q4 2022, an estimated $3.68M.
  • Carson Wealth (CWM LLC) first reported a position in Anfield Universal Fixed Income ETF in Q3 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Anfield Universal Fixed Income ETF position peaked at $3.68M in Q3 2022.
  • 22 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.