HighTower Advisors’s TCW Artificial Intelligence ETF AIFD Stock Holding History

HighTower Advisors’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 Q3	$554K	Buy	10,220 +300	+3%	+$15.5K	﹤0.01%	2662
2026 Q2	$550K	Buy	9,920 +95	+1%	+$4.69K	﹤0.01%	2664
2026 Q1	$379K	Hold	9,825	–	–	﹤0.01%	2958
2025 Q4	$369K	Hold	9,825	–	–	﹤0.01%	2861
2025 Q3	$347K	Sell	9,825 -500	-5%	-$16.3K	﹤0.01%	2912
2025 Q2	$317K	Sell	10,325 -449	-4%	-$11.9K	﹤0.01%	2885
2025 Q1	$258K	Sell	10,774 -20,549	-66%	-$579K	﹤0.01%	2986
2024 Q4	$917K	Buy	+31,323	New	+$900K	﹤0.01%	2022

Other funds holding AIFD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

HighTower Advisors's AIFD Position: Q3 2026 in Review

HighTower Advisors increased its TCW Artificial Intelligence ETF (AIFD) stake by 3% in Q3 2026, buying an estimated $15.5K and bringing the position to 10,220 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

HighTower Advisors first reported a position in AIFD in Q4 2024 and has held it in 8 quarters since. The position peaked at $917K in Q4 2024. 23 funds tracked by Wall St. Rank hold AIFD as of Q3 2026.

HighTower Advisors held 10,220 shares of TCW Artificial Intelligence ETF worth $554K as of Q3 2026.
HighTower Advisors bought 300 TCW Artificial Intelligence ETF shares in Q3 2026, an estimated $15.5K.
TCW Artificial Intelligence ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2662 holding.
HighTower Advisors first reported a position in TCW Artificial Intelligence ETF in Q4 2024 and has held it in 8 quarters since.
HighTower Advisors's TCW Artificial Intelligence ETF position peaked at $917K in Q4 2024.
23 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.