XY Planning Network’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

XY Planning Network’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	$1.96M	Sell	208,586 -5,184	-2%	-$48.7K	0.25%	92
2026 Q1	$2M	Sell	213,770 -6,983	-3%	-$65.8K	0.32%	76
2025 Q4	$2.08M	Sell	220,753 -39,410	-15%	-$372K	0.36%	70
2025 Q3	$2.42M	Hold	260,163	–	–	0.83%	35
2025 Q2	$2.42M	Buy	+260,163	New	+$2.4M	0.83%	35

Other funds holding AFIF

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 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

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

AWM

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

Q1WB

Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

XY Planning Network's AFIF Position: Q2 2026 in Review

XY Planning Network reduced its Anfield Universal Fixed Income ETF (AFIF) stake by 2.4% in Q2 2026, selling an estimated $48.7K and leaving 208,586 shares worth $1.96M. The position accounts for 0.25% of the portfolio, ranked #92.

XY Planning Network first reported a position in AFIF in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.42M in Q3 2025. 10 funds tracked by Wall St. Rank hold AFIF as of Q2 2026.

XY Planning Network held 208,586 shares of Anfield Universal Fixed Income ETF worth $1.96M as of Q2 2026.
XY Planning Network sold 5,184 Anfield Universal Fixed Income ETF shares in Q2 2026, an estimated $48.7K.
Anfield Universal Fixed Income ETF made up 0.25% of XY Planning Network's portfolio in Q2 2026, its #92 holding.
XY Planning Network first reported a position in Anfield Universal Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
XY Planning Network's Anfield Universal Fixed Income ETF position peaked at $2.42M in Q3 2025.
10 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.