BFA
AIS

Beaumont Financial Advisors’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Beaumont Financial Advisors’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
Q1 		$14.7M Buy
351,420
+146,691
+72% +$6.32M 1.01% 30
2025
Q4 		$7.73M Buy
204,729
+472
+0.2% +$17.7K 0.51% 45
2025
Q3 		$7.17M Buy
+204,257
New +$6.23M 0.48% 44

Other funds holding AIS

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Beaumont Financial Advisors's AIS Position: Q1 2026 in Review

Beaumont Financial Advisors increased its VistaShares Artificial Intelligence Supercycle ETF (AIS) stake by 72% in Q1 2026, buying an estimated $6.32M and bringing the position to 351,420 shares worth $14.7M. The position accounts for 1.01% of the portfolio, ranked #30.

Beaumont Financial Advisors first reported a position in AIS in Q3 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold AIS as of Q1 2026.

  • Beaumont Financial Advisors held 351,420 shares of VistaShares Artificial Intelligence Supercycle ETF worth $14.7M as of Q1 2026.
  • Beaumont Financial Advisors bought 146,691 VistaShares Artificial Intelligence Supercycle ETF shares in Q1 2026, an estimated $6.32M.
  • VistaShares Artificial Intelligence Supercycle ETF made up 1.01% of Beaumont Financial Advisors's portfolio in Q1 2026, its #30 holding.
  • Beaumont Financial Advisors first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q3 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.