Outlook Wealth Advisors’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Outlook Wealth Advisors’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
2020 Q2	–	Sell	-11,841	Closed	-$115K	–	160
2020 Q1	$115K	Sell	11,841 -646	-5%	-$6.31K	0.06%	150
2019 Q4	$121K	Buy	12,487 +2,045	+20%	+$19.9K	0.07%	139
2019 Q3	$102K	Sell	10,442 -9,661	-48%	-$94.4K	0.06%	160
2019 Q2	$198K	Buy	20,103 +818	+4%	+$8.15K	0.13%	147
2019 Q1	$193K	Buy	19,285 +15,086	+359%	+$151K	0.16%	141
2018 Q4	$416K	Buy	+4,199	New	+$42K	0.19%	125

Other funds holding AFIF

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Outlook Wealth Advisors's AFIF Position: Q2 2020 in Review

Outlook Wealth Advisors sold out of Anfield Universal Fixed Income ETF (AFIF) in Q2 2020, closing a stake of 11,841 shares — an estimated $115K sold.

Outlook Wealth Advisors first reported a position in AFIF in Q4 2018 and held it in 6 quarters. The position peaked at $416K in Q4 2018. 15 funds tracked by Wall St. Rank hold AFIF as of Q2 2020.

Outlook Wealth Advisors reported no remaining Anfield Universal Fixed Income ETF position as of Q2 2020 after selling out during the quarter.
Outlook Wealth Advisors sold 11,841 Anfield Universal Fixed Income ETF shares in Q2 2020, an estimated $115K.
Outlook Wealth Advisors first reported a position in Anfield Universal Fixed Income ETF in Q4 2018 and held it in 6 quarters.
Outlook Wealth Advisors's Anfield Universal Fixed Income ETF position peaked at $416K in Q4 2018.
15 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2020.

Based on Outlook Wealth Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.