SIGNATURE ESTATE & INVESTMENT ADVISORS LLC FIXT β€” TCW ETF TRUST

Ownership history in SIGNATURE ESTATE & INVESTMENT ADVISORS LLC  Β·  2 quarters on record

AI Ownership Summary

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported TCW ETF TRUST (FIXT) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows FIXT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FIXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's position in TCW ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FIXT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held FIXT β€” position size vs. price
% of Fund (quarterly)    FIXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 7,375 +93 +1.3% 0.01% $279K 2026-07-14 $37.40
2026 Q1 INITIATED β€” β€” β€” 7,282 β€” β€” 0.01% $276K 2026-04-15 $37.58

FAQ About SIGNATURE ESTATE & INVESTMENT ADVISORS LLC and FIXT

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported owning FIXT?

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported FIXT across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported FIXT position in SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for FIXT was 0.01% in 2026 Q1.

What is the latest reported FIXT position on this page?

The most recent filing on this page is 2026 Q2, when SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported 7,375 shares, equal to 0.01% of portfolio, with an estimated market value of $279K.

What does the chart on this FIXT ownership page compare?

The chart compares SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's quarterly FIXT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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