MA
AIFD

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

Mutual 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 		$555K Sell
10,020
-150
-1% -$7.41K 0.01% 888
2026
Q1 		$392K Hold
10,170
– – 0.01% 1009
2025
Q4 		$382K Hold
10,170
– – 0.01% 1001
2025
Q3 		$371K Buy
10,170
+1,880
+23% +$61.3K 0.01% 982
2025
Q2 		$263K Buy
+8,290
New +$219K 0.01% 1021

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 22.9% 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

Mutual Advisors's AIFD Position: Q2 2026 in Review

Mutual Advisors reduced its TCW Artificial Intelligence ETF (AIFD) stake by 1.5% in Q2 2026, selling an estimated $7.41K and leaving 10,020 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #888.

Mutual Advisors first reported a position in AIFD in Q2 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold AIFD as of Q2 2026.

  • Mutual Advisors held 10,020 shares of TCW Artificial Intelligence ETF worth $555K as of Q2 2026.
  • Mutual Advisors sold 150 TCW Artificial Intelligence ETF shares in Q2 2026, an estimated $7.41K.
  • TCW Artificial Intelligence ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #888 holding.
  • Mutual Advisors first reported a position in TCW Artificial Intelligence ETF in Q2 2025 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.