HighTower Advisors’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

HighTower 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
2023 Q4	–	Sell	-243,235	Closed	-$2.16M	–	3636
2023 Q3	$2.16M	Buy	243,235 +88,004	+57%	+$781K	﹤0.01%	1332
2023 Q2	$1.36M	Buy	155,231 +953	+0.6%	+$8.39K	﹤0.01%	1576
2023 Q1	$1.35M	Buy	+154,278	New	+$1.36M	﹤0.01%	1513

Other funds holding AFIF

FIBT

First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return

HighTower Advisors's AFIF Position: Q4 2023 in Review

HighTower Advisors sold out of Anfield Universal Fixed Income ETF (AFIF) in Q4 2023, closing a stake of 243,235 shares — an estimated $2.16M sold.

HighTower Advisors first reported a position in AFIF in Q1 2023 and held it in 3 quarters. The position peaked at $2.16M in Q3 2023. 21 funds tracked by Wall St. Rank hold AFIF as of Q4 2023.

HighTower Advisors reported no remaining Anfield Universal Fixed Income ETF position as of Q4 2023 after selling out during the quarter.
HighTower Advisors sold 243,235 Anfield Universal Fixed Income ETF shares in Q4 2023, an estimated $2.16M.
HighTower Advisors first reported a position in Anfield Universal Fixed Income ETF in Q1 2023 and held it in 3 quarters.
HighTower Advisors's Anfield Universal Fixed Income ETF position peaked at $2.16M in Q3 2023.
21 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.