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
Q2 		$3.44K Buy
405
+188
+87% +$1.6K ﹤0.01% 878
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 $9.72B AUM 29.41% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $116M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
MWM
Mosley Wealth Management Anaheim, California $314M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM

GeoWealth Management's ADFI Position: Q2 2026 in Review

GeoWealth Management increased its Anfield Dynamic Fixed Income ETF (ADFI) stake by 87% in Q2 2026, buying an estimated $1.6K and bringing the position to 405 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

GeoWealth Management first reported a position in ADFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q1 2025. 14 funds tracked by Wall St. Rank hold ADFI as of Q2 2026.

  • GeoWealth Management held 405 shares of Anfield Dynamic Fixed Income ETF worth $3.44K as of Q2 2026.
  • GeoWealth Management bought 188 Anfield Dynamic Fixed Income ETF shares in Q2 2026, an estimated $1.6K.
  • Anfield Dynamic Fixed Income ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #878 holding.
  • GeoWealth Management first reported a position in Anfield Dynamic Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • GeoWealth Management's Anfield Dynamic Fixed Income ETF position peaked at $1.62M in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.