J.W. Cole Advisors’s TCW Artificial Intelligence ETF AIFD Stock Holding History

J.W. Cole 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 Q2	$327K	Hold	5,905	–	–	0.01%	1226
2026 Q1	$228K	Hold	5,905	–	–	0.01%	717
2025 Q4	$222K	Hold	5,905	–	–	0.01%	1250
2025 Q3	$209K	Buy	+5,905	New	+$192K	﹤0.01%	1415
2025 Q2	–	Sell	-9,060	Closed	-$217K	–	1490
2025 Q1	$217K	Buy	+9,060	New	+$255K	0.01%	1111

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

RWM

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

J.W. Cole Advisors's AIFD Position: Q2 2026 in Review

J.W. Cole Advisors held its TCW Artificial Intelligence ETF (AIFD) position steady in Q2 2026 at 5,905 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #1226.

J.W. Cole Advisors first reported a position in AIFD in Q1 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold AIFD as of Q2 2026.

J.W. Cole Advisors held 5,905 shares of TCW Artificial Intelligence ETF worth $327K as of Q2 2026.
J.W. Cole Advisors left its TCW Artificial Intelligence ETF share count unchanged in Q2 2026.
TCW Artificial Intelligence ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1226 holding.
J.W. Cole Advisors first reported a position in TCW Artificial Intelligence ETF in Q1 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.