GRP
AIFD

Global Retirement Partners’s TCW Artificial Intelligence ETF AIFD Stock Holding History

Global Retirement 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 		$1.2M Buy
+21,641
New +$1.07M 0.02% 687
2025
Q4 		$725K Buy
19,285
+6,908
+56% +$255K 0.01% 771
2025
Q3 		$437K Buy
+12,377
New +$403K 0.01% 810

Other funds holding AIFD

TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Global Retirement Partners's AIFD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in TCW Artificial Intelligence ETF (AIFD) in Q2 2026: 21,641 shares worth $1.2M. The stake represents 0.02% of the portfolio and ranks #687 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AIFD as recently as Q4 2025.

Global Retirement Partners first reported a position in AIFD in Q3 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold AIFD as of Q2 2026.

  • Global Retirement Partners held 21,641 shares of TCW Artificial Intelligence ETF worth $1.2M as of Q2 2026.
  • TCW Artificial Intelligence ETF was a new Global Retirement Partners position in Q2 2026.
  • TCW Artificial Intelligence ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #687 holding.
  • Global Retirement Partners first reported a position in TCW Artificial Intelligence ETF in Q3 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.