AFIF — TWO RDS SHARED TR

Ownership history in DecisionPoint Financial, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which DecisionPoint Financial, LLC reported a position in TWO RDS SHARED TR (AFIF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2023 Q3)
Avg. % of fund
0.02%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 5,647 — 0% 0.01% $53K $9.37
2025 Q3 UNCHANGED 5,647 — 0% 0.01% $53K $9.21
2025 Q2 UNCHANGED 5,647 — 0% 0.01% $53K $9.09
2025 Q1 UNCHANGED 5,647 — 0% 0.02% $52K $8.91
2024 Q4 UNCHANGED 5,647 — 0% 0.02% $52K $8.79
2024 Q3 UNCHANGED 5,647 — 0% 0.02% $52K $8.74
2024 Q2 UNCHANGED 5,647 — 0% 0.02% $52K $8.50
2024 Q1 UNCHANGED 5,647 — 0% 0.02% $51K $8.37
2023 Q4 UNCHANGED 5,647 — 0% 0.02% $51K $8.21
2023 Q3 INITIATED 5,647 — — 0.03% $50K —
% of Fund (quarterly)    AFIF price (monthly, adj. close)

Other funds also holding AFIF

As of 2025 Q4 — sorted by position size

Darwin Wealth Management, LLC 3Y 7Y 3.74% USAdvisors Wealth Management, LLC 3Y 7Y 1.27% AdvisorNet Financial, Inc 3Y 7Y 1.15% RDA Financial Network 3Y 0.51% FOUNDATIONS INVESTMENT ADVISORS, LLC 3Y 7Y 0.12% TCFG WEALTH MANAGEMENT, LLC 0.08% AXXCESS WEALTH MANAGEMENT, LLC 3Y 0.05% SILVER OAK SECURITIES, INCORPORATED 3Y 0.02% Encompass More Asset Management 0.02% Mariner, LLC 3Y 7Y 0.01%
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