WWM
ADFI

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

Walser 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 		$92.7K Buy
10,923
+9
+0.1% +$76 0.04% 214
2026
Q1 		$92.7K Buy
+10,914
New +$93.5K 0.04% 186

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
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
MWM
Mosley Wealth Management Anaheim, California $314M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Walser Wealth Management increased its Anfield Dynamic Fixed Income ETF (ADFI) stake by 0.08% in Q2 2026, buying an estimated $76 and bringing the position to 10,923 shares worth $92.7K. The position accounts for 0.04% of the portfolio, ranked #214.

Walser Wealth Management first reported a position in ADFI in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold ADFI as of Q2 2026.

  • Walser Wealth Management held 10,923 shares of Anfield Dynamic Fixed Income ETF worth $92.7K as of Q2 2026.
  • Walser Wealth Management bought 9 Anfield Dynamic Fixed Income ETF shares in Q2 2026, an estimated $76.
  • Anfield Dynamic Fixed Income ETF made up 0.04% of Walser Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Walser Wealth Management first reported a position in Anfield Dynamic Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.