EPG
AIFD

Estate Planners Group’s TCW Artificial Intelligence ETF AIFD Stock Holding History

Estate Planners Group’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 		– Sell
-30
Closed -$1.13K – 447
2025
Q4 		$1.13K Buy
+30
New +$1.11K ﹤0.01% 418

Other funds holding AIFD

TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Estate Planners Group's AIFD Position: Q1 2026 in Review

Estate Planners Group sold out of TCW Artificial Intelligence ETF (AIFD) in Q1 2026, closing a stake of 30 shares — an estimated $1.13K sold.

Estate Planners Group first reported a position in AIFD in Q4 2025 and held it in 1 quarter. The position peaked at $1.13K in Q4 2025. 25 funds tracked by Wall St. Rank hold AIFD as of Q1 2026.

  • Estate Planners Group reported no remaining TCW Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 30 TCW Artificial Intelligence ETF shares in Q1 2026, an estimated $1.13K.
  • Estate Planners Group first reported a position in TCW Artificial Intelligence ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's TCW Artificial Intelligence ETF position peaked at $1.13K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.