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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
AI
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
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.