IPW
DALT

Impact Partnership Wealth’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Impact Partnership Wealth’s Portfolio DALT Stock Details DALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-87
Closed -$740 – 1243
2023
Q2 		$740 Buy
+87
New +$725 ﹤0.01% 833

Other funds holding DALT

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
PWMG
Provence Wealth Management Group Irvine, California $186M AUM 38.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Impact Partnership Wealth's DALT Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Anfield Diversified Alternatives ETF (DALT) in Q3 2023, closing a stake of 87 shares — an estimated $740 sold.

Impact Partnership Wealth first reported a position in DALT in Q2 2023 and held it in 1 quarter. The position peaked at $740 in Q2 2023. 19 funds tracked by Wall St. Rank hold DALT as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Anfield Diversified Alternatives ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 87 Anfield Diversified Alternatives ETF shares in Q3 2023, an estimated $740.
  • Impact Partnership Wealth first reported a position in Anfield Diversified Alternatives ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Anfield Diversified Alternatives ETF position peaked at $740 in Q2 2023.
  • 19 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.