Balance Wealth’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Balance Wealth’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 Q3	$181K	Buy	+2,422	New	+$170K	0.04%	172

Other funds holding AIS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return

NWMP

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return

Balance Wealth's AIS Position: Q3 2026 in Review

Balance Wealth opened a new position in VistaShares Artificial Intelligence Supercycle ETF (AIS) in Q3 2026: 2,422 shares worth $181K. The stake represents 0.04% of the portfolio and ranks #172 among its holdings.

69 funds tracked by Wall St. Rank hold AIS as of Q3 2026.

Balance Wealth held 2,422 shares of VistaShares Artificial Intelligence Supercycle ETF worth $181K as of Q3 2026.
VistaShares Artificial Intelligence Supercycle ETF was a new Balance Wealth position in Q3 2026.
VistaShares Artificial Intelligence Supercycle ETF made up 0.04% of Balance Wealth's portfolio in Q3 2026, its #172 holding.
69 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.