JMA
ADFI

J.M. Arbour’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

J.M. Arbour’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 		$1.6M Buy
188,442
+13,171
+8% +$112K 1.38% 14
2026
Q1 		$1.49M Buy
175,271
+5,477
+3% +$46.9K 1.43% 19
2025
Q4 		$1.46M Buy
+169,794
New +$1.46M 1.45% 20

Other funds holding ADFI

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

J.M. Arbour's ADFI Position: Q2 2026 in Review

J.M. Arbour increased its Anfield Dynamic Fixed Income ETF (ADFI) stake by 7.5% in Q2 2026, buying an estimated $112K and bringing the position to 188,442 shares worth $1.6M. The position accounts for 1.38% of the portfolio, ranked #14.

J.M. Arbour first reported a position in ADFI in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold ADFI as of Q2 2026.

  • J.M. Arbour held 188,442 shares of Anfield Dynamic Fixed Income ETF worth $1.6M as of Q2 2026.
  • J.M. Arbour bought 13,171 Anfield Dynamic Fixed Income ETF shares in Q2 2026, an estimated $112K.
  • Anfield Dynamic Fixed Income ETF made up 1.38% of J.M. Arbour's portfolio in Q2 2026, its #14 holding.
  • J.M. Arbour first reported a position in Anfield Dynamic Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q2 2026.

Based on J.M. Arbour's 13F filing for Q2 2026, filed 14 Aug 2026.