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 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sigma Planning Corp's AIFD Position: Q1 2026 in Review

Sigma Planning Corp reduced its TCW Artificial Intelligence ETF (AIFD) stake by 8.5% in Q1 2026, selling an estimated $48.2K and leaving 13,328 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #819.

Sigma Planning Corp first reported a position in AIFD in Q2 2024 and has held it in 8 quarters since. The position peaked at $558K in Q2 2024. 25 funds tracked by Wall St. Rank hold AIFD as of Q1 2026.

Sigma Planning Corp held 13,328 shares of TCW Artificial Intelligence ETF worth $514K as of Q1 2026.
Sigma Planning Corp sold 1,240 TCW Artificial Intelligence ETF shares in Q1 2026, an estimated $48.2K.
TCW Artificial Intelligence ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #819 holding.
Sigma Planning Corp first reported a position in TCW Artificial Intelligence ETF in Q2 2024 and has held it in 8 quarters since.
Sigma Planning Corp's TCW Artificial Intelligence ETF position peaked at $558K in Q2 2024.
25 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.