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 Q2	$388K	Hold	7,000	–	–	﹤0.01%	2398
2026 Q1	$270K	Hold	7,000	–	–	﹤0.01%	2377
2025 Q4	$263K	Hold	7,000	–	–	﹤0.01%	2255
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Corient Private Wealth's AIFD Position: Q2 2026 in Review

Corient Private Wealth held its TCW Artificial Intelligence ETF (AIFD) position steady in Q2 2026 at 7,000 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #2398.

Corient Private Wealth first reported a position in AIFD in Q1 2025 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold AIFD as of Q2 2026.

Corient Private Wealth held 7,000 shares of TCW Artificial Intelligence ETF worth $388K as of Q2 2026.
Corient Private Wealth left its TCW Artificial Intelligence ETF share count unchanged in Q2 2026.
TCW Artificial Intelligence ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2398 holding.
Corient Private Wealth first reported a position in TCW Artificial Intelligence ETF in Q1 2025 and has held it in 6 quarters since.
32 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.