Todd Wealth Management’s TCW Strategic Income Fund TSI Stock Holding History

Todd Wealth Management’s Portfolio TSI Stock Details TSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.67M	Sell	388,084 -5,762	-1%	-$25.3K	1.27%	24
2026 Q2	$1.78M	Sell	393,846 -1,173	-0.3%	-$5.31K	1.35%	23
2026 Q1	$1.77M	Buy	395,019 +642	+0.2%	+$3.04K	1.61%	21
2025 Q4	$1.95M	Buy	+394,377	New	+$1.94M	1.76%	18

Other funds holding TSI

JWM

JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Todd Wealth Management's TSI Position: Q3 2026 in Review

Todd Wealth Management reduced its TCW Strategic Income Fund (TSI) stake by 1.5% in Q3 2026, selling an estimated $25.3K and leaving 388,084 shares worth $1.67M. The position accounts for 1.27% of the portfolio, ranked #24.

Todd Wealth Management first reported a position in TSI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.95M in Q4 2025. 18 funds tracked by Wall St. Rank hold TSI as of Q3 2026.

Todd Wealth Management held 388,084 shares of TCW Strategic Income Fund worth $1.67M as of Q3 2026.
Todd Wealth Management sold 5,762 TCW Strategic Income Fund shares in Q3 2026, an estimated $25.3K.
TCW Strategic Income Fund made up 1.27% of Todd Wealth Management's portfolio in Q3 2026, its #24 holding.
Todd Wealth Management first reported a position in TCW Strategic Income Fund in Q4 2025 and has held it in 4 quarters since.
Todd Wealth Management's TCW Strategic Income Fund position peaked at $1.95M in Q4 2025.
18 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.