CWP
AIFD

Cyndeo Wealth Partners’s TCW Artificial Intelligence ETF AIFD Stock Holding History

Cyndeo Wealth Partners’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 		$241K Buy
+4,341
New +$214K 0.01% 468

Other funds holding AIFD

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

Cyndeo Wealth Partners's AIFD Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in TCW Artificial Intelligence ETF (AIFD) in Q2 2026: 4,341 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #468 among its holdings.

6 funds tracked by Wall St. Rank hold AIFD as of Q2 2026.

  • Cyndeo Wealth Partners held 4,341 shares of TCW Artificial Intelligence ETF worth $241K as of Q2 2026.
  • TCW Artificial Intelligence ETF was a new Cyndeo Wealth Partners position in Q2 2026.
  • TCW Artificial Intelligence ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #468 holding.
  • 6 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.