Cooper Financial Group
AFIF icon

Cooper Financial Group’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Cooper Financial Group’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 		$3.04M Sell
329,713
-8,029
-2% -$75.4K 0.24% 72
2026
Q2 		$3.18M Buy
337,742
+25,022
+8% +$235K 0.26% 67
2026
Q1 		$2.91M Buy
+312,720
New +$2.95M 0.29% 62

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Atria Investments
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RFN
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cooper Financial Group's AFIF Position: Q3 2026 in Review

Cooper Financial Group reduced its Anfield Universal Fixed Income ETF (AFIF) stake by 2.4% in Q3 2026, selling an estimated $75.4K and leaving 329,713 shares worth $3.04M. The position accounts for 0.24% of the portfolio, ranked #72.

Cooper Financial Group first reported a position in AFIF in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.18M in Q2 2026. 10 funds tracked by Wall St. Rank hold AFIF as of Q3 2026.

  • Cooper Financial Group held 329,713 shares of Anfield Universal Fixed Income ETF worth $3.04M as of Q3 2026.
  • Cooper Financial Group sold 8,029 Anfield Universal Fixed Income ETF shares in Q3 2026, an estimated $75.4K.
  • Anfield Universal Fixed Income ETF made up 0.24% of Cooper Financial Group's portfolio in Q3 2026, its #72 holding.
  • Cooper Financial Group first reported a position in Anfield Universal Fixed Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Cooper Financial Group's Anfield Universal Fixed Income ETF position peaked at $3.18M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.