AFP
AIS

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

ATX 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 		$1.48M Sell
17,355
-91
-0.5% -$6.07K 0.98% 28
2026
Q1 		$731K Buy
17,446
+9,425
+118% +$406K 0.56% 43
2025
Q4 		$303K Buy
+8,021
New +$301K 0.23% 73

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

ATX Financial Planning's AIS Position: Q2 2026 in Review

ATX Financial Planning reduced its VistaShares Artificial Intelligence Supercycle ETF (AIS) stake by 0.52% in Q2 2026, selling an estimated $6.07K and leaving 17,355 shares worth $1.48M. The position accounts for 0.98% of the portfolio, ranked #28.

ATX Financial Planning first reported a position in AIS in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold AIS as of Q2 2026.

  • ATX Financial Planning held 17,355 shares of VistaShares Artificial Intelligence Supercycle ETF worth $1.48M as of Q2 2026.
  • ATX Financial Planning sold 91 VistaShares Artificial Intelligence Supercycle ETF shares in Q2 2026, an estimated $6.07K.
  • VistaShares Artificial Intelligence Supercycle ETF made up 0.98% of ATX Financial Planning's portfolio in Q2 2026, its #28 holding.
  • ATX Financial Planning first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.