LWM
AIFD

Lakeridge Wealth Management’s TCW Artificial Intelligence ETF AIFD Stock Holding History

Lakeridge Wealth Management’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
2025
Q1 		– Sell
-8,521
Closed -$250K – 159
2024
Q4 		$250K Buy
8,521
+87
+1% +$2.5K 0.13% 132
2024
Q3 		$228K Hold
8,434
– – 0.13% 139
2024
Q2 		$236K Buy
+8,434
New +$225K 0.14% 123

Other funds holding AIFD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Lakeridge Wealth Management's AIFD Position: Q1 2025 in Review

Lakeridge Wealth Management sold out of TCW Artificial Intelligence ETF (AIFD) in Q1 2025, closing a stake of 8,521 shares — an estimated $250K sold.

Lakeridge Wealth Management first reported a position in AIFD in Q2 2024 and held it in 3 quarters. The position peaked at $250K in Q4 2024. 18 funds tracked by Wall St. Rank hold AIFD as of Q1 2025.

  • Lakeridge Wealth Management reported no remaining TCW Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
  • Lakeridge Wealth Management sold 8,521 TCW Artificial Intelligence ETF shares in Q1 2025, an estimated $250K.
  • Lakeridge Wealth Management first reported a position in TCW Artificial Intelligence ETF in Q2 2024 and held it in 3 quarters.
  • Lakeridge Wealth Management's TCW Artificial Intelligence ETF position peaked at $250K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q1 2025.

Based on Lakeridge Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.