Elevated Capital Advisors’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Elevated Capital Advisors’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
2021 Q1	$334K	Sell	34,281 -796,738	-96%	-$7.75M	0.13%	142
2020 Q4	$8.13M	Buy	831,019 +127,992	+18%	+$1.25M	3.52%	2
2020 Q3	$6.86M	Buy	703,027 +108,496	+18%	+$1.07M	3.21%	3
2020 Q2	$5.86M	Buy	+594,531	New	+$5.83M	2.75%	3

Other funds holding AFIF

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Elevated Capital Advisors's AFIF Position: Q1 2021 in Review

Elevated Capital Advisors reduced its Anfield Universal Fixed Income ETF (AFIF) stake by 96% in Q1 2021, selling an estimated $7.75M and leaving 34,281 shares worth $334K. The position accounts for 0.13% of the portfolio, ranked #142.

Elevated Capital Advisors first reported a position in AFIF in Q2 2020 and has held it in 4 quarters since. The position peaked at $8.13M in Q4 2020. 13 funds tracked by Wall St. Rank hold AFIF as of Q1 2021.

Elevated Capital Advisors held 34,281 shares of Anfield Universal Fixed Income ETF worth $334K as of Q1 2021.
Elevated Capital Advisors sold 796,738 Anfield Universal Fixed Income ETF shares in Q1 2021, an estimated $7.75M.
Anfield Universal Fixed Income ETF made up 0.13% of Elevated Capital Advisors's portfolio in Q1 2021, its #142 holding.
Elevated Capital Advisors first reported a position in Anfield Universal Fixed Income ETF in Q2 2020 and has held it in 4 quarters since.
Elevated Capital Advisors's Anfield Universal Fixed Income ETF position peaked at $8.13M in Q4 2020.
13 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q1 2021.

Based on Elevated Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.