AF
AIFD

Allworth Financial’s TCW Artificial Intelligence ETF AIFD Stock Holding History

Allworth Financial’s Portfolio AIFD Stock Details AIFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-100
Closed -$3.86K – 5436
2026
Q1 		$3.86K Hold
100
– – ﹤0.01% 4100
2025
Q4 		$3.76K Buy
+100
New +$3.7K ﹤0.01% 3874

Other funds holding AIFD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Allworth Financial's AIFD Position: Q2 2026 in Review

Allworth Financial sold out of TCW Artificial Intelligence ETF (AIFD) in Q2 2026, closing a stake of 100 shares — an estimated $3.86K sold.

Allworth Financial first reported a position in AIFD in Q4 2025 and held it in 2 quarters. The position peaked at $3.86K in Q1 2026. 32 funds tracked by Wall St. Rank hold AIFD as of Q2 2026.

  • Allworth Financial reported no remaining TCW Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 100 TCW Artificial Intelligence ETF shares in Q2 2026, an estimated $3.86K.
  • Allworth Financial first reported a position in TCW Artificial Intelligence ETF in Q4 2025 and held it in 2 quarters.
  • Allworth Financial's TCW Artificial Intelligence ETF position peaked at $3.86K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.