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COMPASS FINANCIAL MANAGEMENT LLC’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
2026
Q2 		$3.95M Buy
+420,104
New +$3.95M 0.48% 52

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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AFIF Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Anfield Universal Fixed Income ETF (AFIF) in Q2 2026: 420,104 shares worth $3.95M. The stake represents 0.48% of the portfolio and ranks #52 among its holdings.

24 funds tracked by Wall St. Rank hold AFIF as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 420,104 shares of Anfield Universal Fixed Income ETF worth $3.95M as of Q2 2026.
  • Anfield Universal Fixed Income ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Anfield Universal Fixed Income ETF made up 0.48% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #52 holding.
  • 24 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.