Selective Wealth Management’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Selective Wealth Management’s Portfolio DALT Stock Details DALT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,326	Closed	-$27K	–	775
2022 Q3	$27K	Sell	3,326 -180	-5%	-$1.62K	0.01%	386
2022 Q2	$31K	Sell	3,506 -743	-17%	-$7.12K	0.01%	403
2022 Q1	$43K	Hold	4,249	–	–	0.02%	330
2021 Q4	$44K	Buy	4,249 +1,519	+56%	+$16K	0.02%	296
2021 Q3	$28K	Buy	+2,730	New	+$28.9K	0.01%	335

Other funds holding DALT

FIBT

First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return

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

PWMG

Provence Wealth Management Group Irvine, California $186M AUM 38.63% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Selective Wealth Management's DALT Position: Q4 2022 in Review

Selective Wealth Management sold out of Anfield Diversified Alternatives ETF (DALT) in Q4 2022, closing a stake of 3,326 shares — an estimated $27K sold.

Selective Wealth Management first reported a position in DALT in Q3 2021 and held it in 5 quarters. The position peaked at $44K in Q4 2021. 14 funds tracked by Wall St. Rank hold DALT as of Q4 2022.

Selective Wealth Management reported no remaining Anfield Diversified Alternatives ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 3,326 Anfield Diversified Alternatives ETF shares in Q4 2022, an estimated $27K.
Selective Wealth Management first reported a position in Anfield Diversified Alternatives ETF in Q3 2021 and held it in 5 quarters.
Selective Wealth Management's Anfield Diversified Alternatives ETF position peaked at $44K in Q4 2021.
14 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.