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 Q3	$1.92M	Hold	208,586	–	–	0.21%	99
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

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

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 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

XY Planning Network's AFIF Position: Q3 2026 in Review

XY Planning Network held its Anfield Universal Fixed Income ETF (AFIF) position steady in Q3 2026 at 208,586 shares worth $1.92M. The position accounts for 0.21% of the portfolio, ranked #99.

XY Planning Network first reported a position in AFIF in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.42M in Q3 2025. 15 funds tracked by Wall St. Rank hold AFIF as of Q3 2026.

XY Planning Network held 208,586 shares of Anfield Universal Fixed Income ETF worth $1.92M as of Q3 2026.
XY Planning Network left its Anfield Universal Fixed Income ETF share count unchanged in Q3 2026.
Anfield Universal Fixed Income ETF made up 0.21% of XY Planning Network's portfolio in Q3 2026, its #99 holding.
XY Planning Network first reported a position in Anfield Universal Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
XY Planning Network's Anfield Universal Fixed Income ETF position peaked at $2.42M in Q3 2025.
15 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.