Corient Private Wealth’s TCW Artificial Intelligence ETF AIFD Stock Holding History

Corient Private Wealth’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 Q1	$270K	Sell	7,000 -7,000	-50%	-$272K	﹤0.01%	2377
2025 Q4	$526K	Buy	14,000 +7,000	+100%	+$259K	﹤0.01%	2275
2025 Q3	$247K	Hold	7,000	–	–	﹤0.01%	2236
2025 Q2	$215K	Sell	7,000 -1,500	-18%	-$39.6K	﹤0.01%	2196
2025 Q1	$203K	Buy	+8,500	New	+$239K	﹤0.01%	2068

Other funds holding AIFD

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Corient Private Wealth's AIFD Position: Q1 2026 in Review

Corient Private Wealth reduced its TCW Artificial Intelligence ETF (AIFD) stake by 50% in Q1 2026, selling an estimated $272K and leaving 7,000 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Corient Private Wealth first reported a position in AIFD in Q1 2025 and has held it in 5 quarters since. The position peaked at $526K in Q4 2025. 25 funds tracked by Wall St. Rank hold AIFD as of Q1 2026.

Corient Private Wealth held 7,000 shares of TCW Artificial Intelligence ETF worth $270K as of Q1 2026.
Corient Private Wealth sold 7,000 TCW Artificial Intelligence ETF shares in Q1 2026, an estimated $272K.
TCW Artificial Intelligence ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2377 holding.
Corient Private Wealth first reported a position in TCW Artificial Intelligence ETF in Q1 2025 and has held it in 5 quarters since.
Corient Private Wealth's TCW Artificial Intelligence ETF position peaked at $526K in Q4 2025.
25 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.