APFP
AIS

Action Point Financial Planning’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Action Point Financial Planning’s Portfolio AIS Stock Details AIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$318K Buy
+3,728
New +$249K 0.03% 345

Other funds holding AIS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Action Point Financial Planning's AIS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in VistaShares Artificial Intelligence Supercycle ETF (AIS) in Q2 2026: 3,728 shares worth $318K. The stake represents 0.03% of the portfolio and ranks #345 among its holdings.

116 funds tracked by Wall St. Rank hold AIS as of Q2 2026.

  • Action Point Financial Planning held 3,728 shares of VistaShares Artificial Intelligence Supercycle ETF worth $318K as of Q2 2026.
  • VistaShares Artificial Intelligence Supercycle ETF was a new Action Point Financial Planning position in Q2 2026.
  • VistaShares Artificial Intelligence Supercycle ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #345 holding.
  • 116 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.