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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
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

Other funds holding AFIF

WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GeoWealth Management's AFIF Position: Q1 2026 in Review

GeoWealth Management increased its Anfield Universal Fixed Income ETF (AFIF) stake by 21% in Q1 2026, buying an estimated $396 and bringing the position to 245 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

GeoWealth Management first reported a position in AFIF in Q3 2021 and has held it in 15 quarters since. The position peaked at $7.07M in Q2 2025. 42 funds tracked by Wall St. Rank hold AFIF as of Q1 2026.

  • GeoWealth Management held 245 shares of Anfield Universal Fixed Income ETF worth $2.28K as of Q1 2026.
  • GeoWealth Management bought 42 Anfield Universal Fixed Income ETF shares in Q1 2026, an estimated $396.
  • Anfield Universal Fixed Income ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q1 2026, its #844 holding.
  • GeoWealth Management first reported a position in Anfield Universal Fixed Income ETF in Q3 2021 and has held it in 15 quarters since.
  • GeoWealth Management's Anfield Universal Fixed Income ETF position peaked at $7.07M in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q1 2026.

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