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

Simplicity Wealth’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 Q3	$2.25M	Buy	+243,652	New	+$2.29M	0.07%	275

Other funds holding AFIF

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

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

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

USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Simplicity Wealth's AFIF Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Anfield Universal Fixed Income ETF (AFIF) in Q3 2026: 243,652 shares worth $2.25M. The stake represents 0.07% of the portfolio and ranks #275 among its holdings.

15 funds tracked by Wall St. Rank hold AFIF as of Q3 2026.

Simplicity Wealth held 243,652 shares of Anfield Universal Fixed Income ETF worth $2.25M as of Q3 2026.
Anfield Universal Fixed Income ETF was a new Simplicity Wealth position in Q3 2026.
Anfield Universal Fixed Income ETF made up 0.07% of Simplicity Wealth's portfolio in Q3 2026, its #275 holding.
15 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.