LPL Financial’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

LPL Financial’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	-69,283	Closed	-$645K	–	6204
2026 Q1	$645K	Buy	69,283 +117	+0.2%	+$1.1K	﹤0.01%	4543
2025 Q4	$651K	Sell	69,166 -68,852	-50%	-$649K	﹤0.01%	4479
2025 Q3	$1.3M	Buy	138,018 +81,884	+146%	+$767K	﹤0.01%	3752
2025 Q2	$523K	Buy	56,134 +16,968	+43%	+$156K	﹤0.01%	4349
2025 Q1	$361K	Hold	39,166	–	–	﹤0.01%	4454
2024 Q4	$358K	Hold	39,166	–	–	﹤0.01%	4367
2024 Q3	$361K	Buy	39,166 +26,505	+209%	+$243K	﹤0.01%	4279
2024 Q2	$115K	Hold	12,661	–	–	﹤0.01%	4710
2024 Q1	$115K	Hold	12,661	–	–	﹤0.01%	4651
2023 Q4	$114K	Sell	12,661 -185	-1%	-$1.65K	﹤0.01%	4525
2023 Q3	$114K	Buy	+12,846	New	+$114K	﹤0.01%	4389

Other funds holding AFIF

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Compass Financial Management Tampa, Florida $829M AUM

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

LPL Financial's AFIF Position: Q2 2026 in Review

LPL Financial sold out of Anfield Universal Fixed Income ETF (AFIF) in Q2 2026, closing a stake of 69,283 shares — an estimated $645K sold.

LPL Financial first reported a position in AFIF in Q3 2023 and held it in 11 quarters. The position peaked at $1.3M in Q3 2025. 30 funds tracked by Wall St. Rank hold AFIF as of Q2 2026.

LPL Financial reported no remaining Anfield Universal Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
LPL Financial sold 69,283 Anfield Universal Fixed Income ETF shares in Q2 2026, an estimated $645K.
LPL Financial first reported a position in Anfield Universal Fixed Income ETF in Q3 2023 and held it in 11 quarters.
LPL Financial's Anfield Universal Fixed Income ETF position peaked at $1.3M in Q3 2025.
30 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.