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 Q3	$300K	Sell	5,534 -6,854	-55%	-$355K	0.01%	1061
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 $468B AUM 17.69% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Sigma Planning Corp's AIFD Position: Q3 2026 in Review

Sigma Planning Corp reduced its TCW Artificial Intelligence ETF (AIFD) stake by 55% in Q3 2026, selling an estimated $355K and leaving 5,534 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #1061.

Sigma Planning Corp first reported a position in AIFD in Q2 2024 and has held it in 10 quarters since. The position peaked at $687K in Q2 2026. 18 funds tracked by Wall St. Rank hold AIFD as of Q3 2026.

Sigma Planning Corp held 5,534 shares of TCW Artificial Intelligence ETF worth $300K as of Q3 2026.
Sigma Planning Corp sold 6,854 TCW Artificial Intelligence ETF shares in Q3 2026, an estimated $355K.
TCW Artificial Intelligence ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1061 holding.
Sigma Planning Corp first reported a position in TCW Artificial Intelligence ETF in Q2 2024 and has held it in 10 quarters since.
Sigma Planning Corp's TCW Artificial Intelligence ETF position peaked at $687K in Q2 2026.
18 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.