Compass Financial Management
AFIF icon

Compass Financial Management’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Compass Financial 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
Q3 		$11.4M Buy
1,236,396
+816,292
+194% +$7.67M 1.23% 13
2026
Q2 		$3.95M Buy
+420,104
New +$3.95M 0.48% 52

Other funds holding AFIF

Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $378M AUM 15.4% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return
USAdvisors Wealth Management
USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Compass Financial Management's AFIF Position: Q3 2026 in Review

Compass Financial Management increased its Anfield Universal Fixed Income ETF (AFIF) stake by 194% in Q3 2026, buying an estimated $7.67M and bringing the position to 1,236,396 shares worth $11.4M. The position accounts for 1.23% of the portfolio, ranked #13.

Compass Financial Management first reported a position in AFIF in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold AFIF as of Q3 2026.

  • Compass Financial Management held 1,236,396 shares of Anfield Universal Fixed Income ETF worth $11.4M as of Q3 2026.
  • Compass Financial Management bought 816,292 Anfield Universal Fixed Income ETF shares in Q3 2026, an estimated $7.67M.
  • Anfield Universal Fixed Income ETF made up 1.23% of Compass Financial Management's portfolio in Q3 2026, its #13 holding.
  • Compass Financial Management first reported a position in Anfield Universal Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.