SPIA
AIFD

Steward Partners Investment Advisory’s TCW Artificial Intelligence ETF AIFD Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-648
Closed -$15.5K – 4262
2025
Q1 		$15.5K Hold
648
– – ﹤0.01% 2910
2024
Q4 		$19K Buy
+648
New +$18.6K ﹤0.01% 2827

Other funds holding AIFD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Steward Partners Investment Advisory's AIFD Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of TCW Artificial Intelligence ETF (AIFD) in Q2 2025, closing a stake of 648 shares — an estimated $15.5K sold.

Steward Partners Investment Advisory first reported a position in AIFD in Q4 2024 and held it in 2 quarters. The position peaked at $19K in Q4 2024. 21 funds tracked by Wall St. Rank hold AIFD as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining TCW Artificial Intelligence ETF position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 648 TCW Artificial Intelligence ETF shares in Q2 2025, an estimated $15.5K.
  • Steward Partners Investment Advisory first reported a position in TCW Artificial Intelligence ETF in Q4 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's TCW Artificial Intelligence ETF position peaked at $19K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.