LFG
AIFD

Larson Financial Group’s TCW Artificial Intelligence ETF AIFD Stock Holding History

Larson Financial 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
Q2 		$17K Hold
307
– – ﹤0.01% 2098
2026
Q1 		$11.8K Hold
307
– – ﹤0.01% 2132
2025
Q4 		$11.5K Buy
+307
New +$11.4K ﹤0.01% 2033

Other funds holding AIFD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Larson Financial Group's AIFD Position: Q2 2026 in Review

Larson Financial Group held its TCW Artificial Intelligence ETF (AIFD) position steady in Q2 2026 at 307 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Larson Financial Group first reported a position in AIFD in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold AIFD as of Q2 2026.

  • Larson Financial Group held 307 shares of TCW Artificial Intelligence ETF worth $17K as of Q2 2026.
  • Larson Financial Group left its TCW Artificial Intelligence ETF share count unchanged in Q2 2026.
  • TCW Artificial Intelligence ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2098 holding.
  • Larson Financial Group first reported a position in TCW Artificial Intelligence ETF in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.