Sigma Planning Corp’s TCW Artificial Intelligence ETF AIFD Stock Holding History

Sigma Planning Corp’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	$687K	Sell	12,388 -940	-7%	-$46.4K	0.02%	767
2026 Q1	$514K	Sell	13,328 -1,240	-9%	-$48.2K	0.01%	819
2025 Q4	$547K	Buy	14,568 +971	+7%	+$35.9K	0.02%	762
2025 Q3	$480K	Sell	13,597 -287	-2%	-$9.35K	0.01%	834
2025 Q2	$427K	Sell	13,884 -1,710	-11%	-$45.2K	0.01%	846
2025 Q1	$373K	Sell	15,594 -2,096	-12%	-$59K	0.01%	850
2024 Q4	$518K	Sell	17,690 -1,241	-7%	-$35.7K	0.02%	732
2024 Q3	$511K	Sell	18,931 -1,023	-5%	-$26.8K	0.02%	736
2024 Q2	$558K	Buy	+19,954	New	+$533K	0.02%	685

Other funds holding AIFD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Sigma Planning Corp's AIFD Position: Q2 2026 in Review

Sigma Planning Corp reduced its TCW Artificial Intelligence ETF (AIFD) stake by 7.1% in Q2 2026, selling an estimated $46.4K and leaving 12,388 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #767.

Sigma Planning Corp first reported a position in AIFD in Q2 2024 and has held it in 9 quarters since. 32 funds tracked by Wall St. Rank hold AIFD as of Q2 2026.

Sigma Planning Corp held 12,388 shares of TCW Artificial Intelligence ETF worth $687K as of Q2 2026.
Sigma Planning Corp sold 940 TCW Artificial Intelligence ETF shares in Q2 2026, an estimated $46.4K.
TCW Artificial Intelligence ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #767 holding.
Sigma Planning Corp first reported a position in TCW Artificial Intelligence ETF in Q2 2024 and has held it in 9 quarters since.
32 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.