GM
ADFI

GeoWealth Management’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

GeoWealth Management’s Portfolio ADFI Stock Details ADFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.84K Buy
217
+40
+23% +$343 ﹤0.01% 845
2025
Q4 		$1.52K Sell
177
-169,591
-100% -$1.46M ﹤0.01% 761
2025
Q3 		$1.46M Sell
169,768
-14,422
-8% -$123K 0.05% 227
2025
Q2 		$1.57M Sell
184,190
-6,234
-3% -$52.6K 0.06% 183
2025
Q1 		$1.62M Buy
190,424
+190,374
+380,748% +$1.61M 0.07% 181
2024
Q4 		$420 Buy
+50
New +$428 ﹤0.01% 1734

Other funds holding ADFI

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $104M AUM
MWM
Mosley Wealth Management Anaheim, California $221M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM

GeoWealth Management's ADFI Position: Q1 2026 in Review

GeoWealth Management increased its Anfield Dynamic Fixed Income ETF (ADFI) stake by 23% in Q1 2026, buying an estimated $343 and bringing the position to 217 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

GeoWealth Management first reported a position in ADFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.62M in Q1 2025. 15 funds tracked by Wall St. Rank hold ADFI as of Q1 2026.

  • GeoWealth Management held 217 shares of Anfield Dynamic Fixed Income ETF worth $1.84K as of Q1 2026.
  • GeoWealth Management bought 40 Anfield Dynamic Fixed Income ETF shares in Q1 2026, an estimated $343.
  • Anfield Dynamic Fixed Income ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q1 2026, its #845 holding.
  • GeoWealth Management first reported a position in Anfield Dynamic Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • GeoWealth Management's Anfield Dynamic Fixed Income ETF position peaked at $1.62M in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.