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Advyzon Investment Management’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

Advyzon Investment Management’s Portfolio WISE Stock Details WISE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261K Sell
6,747
-342
-5% -$13.2K 0.02% 662
2026
Q1 		$228K Buy
+7,089
New +$257K 0.02% 622

Other funds holding WISE

TIA
Teucrium Investment Advisors Burlington, Vermont $112M AUM
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advyzon Investment Management's WISE Position: Q2 2026 in Review

Advyzon Investment Management reduced its Themes Generative Artificial Intelligence ETF (WISE) stake by 4.8% in Q2 2026, selling an estimated $13.2K and leaving 6,747 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #662.

Advyzon Investment Management first reported a position in WISE in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold WISE as of Q2 2026.

  • Advyzon Investment Management held 6,747 shares of Themes Generative Artificial Intelligence ETF worth $261K as of Q2 2026.
  • Advyzon Investment Management sold 342 Themes Generative Artificial Intelligence ETF shares in Q2 2026, an estimated $13.2K.
  • Themes Generative Artificial Intelligence ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #662 holding.
  • Advyzon Investment Management first reported a position in Themes Generative Artificial Intelligence ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.