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Wealth Enhancement Trust Services’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Wealth Enhancement Trust Services’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
Q2 		$56M Buy
5,950,686
+218,873
+4% +$2.06M 6.22% 1
2026
Q1 		$53.4M Sell
5,731,813
-63,727
-1% -$600K 6.46% 1
2025
Q4 		$54.5M Buy
+5,795,540
New +$54.7M 6.89% 1

Other funds holding AFIF

DA
Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CFML
COMPASS FINANCIAL MANAGEMENT LLC Tampa, Florida $829M AUM
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Wealth Enhancement Trust Services's AFIF Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Anfield Universal Fixed Income ETF (AFIF) stake by 3.8% in Q2 2026, buying an estimated $2.06M and bringing the position to 5,950,686 shares worth $56M. The position accounts for 6.22% of the portfolio, ranked #1.

Wealth Enhancement Trust Services first reported a position in AFIF in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold AFIF as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,950,686 shares of Anfield Universal Fixed Income ETF worth $56M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 218,873 Anfield Universal Fixed Income ETF shares in Q2 2026, an estimated $2.06M.
  • Anfield Universal Fixed Income ETF made up 6.22% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1 holding.
  • Wealth Enhancement Trust Services first reported a position in Anfield Universal Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.