Mosley Wealth Management’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

Mosley Wealth Management’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	$161K	Sell	18,964 -43,351	-70%	-$368K	0.05%	167
2026 Q1	$536K	Buy	62,315 +13	+0%	+$111	0.24%	85
2025 Q4	$536K	Buy	+62,302	New	+$536K	0.25%	94
2024 Q4	$590K	Sell	69,790 -1,264	-2%	-$10.8K	0.37%	63
2024 Q3	$611K	Sell	71,054 -604	-0.8%	-$5.24K	0.42%	52
2024 Q2	$608K	Buy	71,658 +21,283	+42%	+$180K	0.52%	41
2024 Q1	$430K	Sell	50,375 -12,076	-19%	-$103K	0.4%	59
2023 Q4	$538K	Buy	+62,451	New	+$519K	0.53%	40

Other funds holding ADFI

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

JMA

J.M. Arbour Gardiner, Maine $116M AUM

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

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

WWM

Walser Wealth Management Tampa, Florida $241M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mosley Wealth Management's ADFI Position: Q2 2026 in Review

Mosley Wealth Management reduced its Anfield Dynamic Fixed Income ETF (ADFI) stake by 70% in Q2 2026, selling an estimated $368K and leaving 18,964 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #167.

Mosley Wealth Management first reported a position in ADFI in Q4 2023 and has held it in 8 quarters since. The position peaked at $611K in Q3 2024. 14 funds tracked by Wall St. Rank hold ADFI as of Q2 2026.

Mosley Wealth Management held 18,964 shares of Anfield Dynamic Fixed Income ETF worth $161K as of Q2 2026.
Mosley Wealth Management sold 43,351 Anfield Dynamic Fixed Income ETF shares in Q2 2026, an estimated $368K.
Anfield Dynamic Fixed Income ETF made up 0.05% of Mosley Wealth Management's portfolio in Q2 2026, its #167 holding.
Mosley Wealth Management first reported a position in Anfield Dynamic Fixed Income ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's Anfield Dynamic Fixed Income ETF position peaked at $611K in Q3 2024.
14 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.