MWM
ADFI

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
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 $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $104M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mosley Wealth Management's ADFI Position: Q1 2026 in Review

Mosley Wealth Management increased its Anfield Dynamic Fixed Income ETF (ADFI) stake by 0.02% in Q1 2026, buying an estimated $111 and bringing the position to 62,315 shares worth $536K. The position accounts for 0.24% of the portfolio, ranked #85.

Mosley Wealth Management first reported a position in ADFI in Q4 2023 and has held it in 7 quarters since. The position peaked at $611K in Q3 2024. 15 funds tracked by Wall St. Rank hold ADFI as of Q1 2026.

  • Mosley Wealth Management held 62,315 shares of Anfield Dynamic Fixed Income ETF worth $536K as of Q1 2026.
  • Mosley Wealth Management bought 13 Anfield Dynamic Fixed Income ETF shares in Q1 2026, an estimated $111.
  • Anfield Dynamic Fixed Income ETF made up 0.24% of Mosley Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Mosley Wealth Management first reported a position in Anfield Dynamic Fixed Income ETF in Q4 2023 and has held it in 7 quarters since.
  • Mosley Wealth Management's Anfield Dynamic Fixed Income ETF position peaked at $611K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q1 2026.

Based on Mosley Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.