NWWA
AIFD

New Wave Wealth Advisors’s TCW Artificial Intelligence ETF AIFD Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-100
Closed -$2.93K – 702
2024
Q4 		$2.93K Buy
+100
New +$2.88K ﹤0.01% 502

Other funds holding AIFD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $69.9B AUM 22.19% 1-Year Est. Return

New Wave Wealth Advisors's AIFD Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of TCW Artificial Intelligence ETF (AIFD) in Q1 2025, closing a stake of 100 shares — an estimated $2.93K sold.

New Wave Wealth Advisors first reported a position in AIFD in Q4 2024 and held it in 1 quarter. The position peaked at $2.93K in Q4 2024. 18 funds tracked by Wall St. Rank hold AIFD as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining TCW Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 100 TCW Artificial Intelligence ETF shares in Q1 2025, an estimated $2.93K.
  • New Wave Wealth Advisors first reported a position in TCW Artificial Intelligence ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's TCW Artificial Intelligence ETF position peaked at $2.93K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.