GeoWealth Management
AFIF icon

GeoWealth Management’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

GeoWealth Management’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
Q2 		– Sell
-245
Closed -$2.28K – 886
2026
Q1 		$2.28K Buy
245
+42
+21% +$396 ﹤0.01% 844
2025
Q4 		$1.91K Sell
203
-229,453
-100% -$2.16M ﹤0.01% 760
2025
Q3 		$2.16M Sell
229,656
-528,903
-70% -$4.95M 0.08% 164
2025
Q2 		$7.07M Buy
758,559
+502,943
+197% +$4.64M 0.28% 47
2025
Q1 		$2.35M Buy
255,616
+250,129
+4,559% +$2.3M 0.09% 123
2024
Q4 		$50.2K Buy
5,487
+54
+1% +$495 ﹤0.01% 1160
2024
Q3 		$50.1K Buy
+5,433
New +$49.9K ﹤0.01% 1070
2024
Q2 		– Sell
-346,489
Closed -$3.15M – 863
2024
Q1 		$3.15M Buy
+346,489
New +$3.15M 0.12% 125
2023
Q2 		– Sell
-464
Closed -$4K – 439
2023
Q1 		$4K Sell
464
-137,371
-100% -$1.21M ﹤0.01% 354
2022
Q4 		$1.21M Sell
137,835
-143,764
-51% -$1.25M 0.13% 102
2022
Q3 		$2.43M Sell
281,599
-7,493
-3% -$66.5K 0.27% 75
2022
Q2 		$2.56M Buy
289,092
+516
+0.2% +$4.68K 0.34% 67
2022
Q1 		$2.67M Buy
288,576
+1,195
+0.4% +$11.2K 0.23% 95
2021
Q4 		$2.75M Buy
287,381
+17,907
+7% +$172K 0.22% 89
2021
Q3 		$2.6M Buy
+269,474
New +$2.61M 0.21% 101

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DA
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Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $829M AUM
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

GeoWealth Management's AFIF Position: Q2 2026 in Review

GeoWealth Management sold out of Anfield Universal Fixed Income ETF (AFIF) in Q2 2026, closing a stake of 245 shares — an estimated $2.28K sold.

GeoWealth Management first reported a position in AFIF in Q3 2021 and held it in 15 quarters. The position peaked at $7.07M in Q2 2025. 30 funds tracked by Wall St. Rank hold AFIF as of Q2 2026.

  • GeoWealth Management reported no remaining Anfield Universal Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 245 Anfield Universal Fixed Income ETF shares in Q2 2026, an estimated $2.28K.
  • GeoWealth Management first reported a position in Anfield Universal Fixed Income ETF in Q3 2021 and held it in 15 quarters.
  • GeoWealth Management's Anfield Universal Fixed Income ETF position peaked at $7.07M in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2026.

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