Bouchey Financial Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Bouchey Financial Group’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$345K	Hold	2,840	–	–	0.03%	118
2025 Q4	$327K	Hold	2,840	–	–	0.02%	115
2025 Q3	$325K	Hold	2,840	–	–	0.03%	112
2025 Q2	$321K	Hold	2,840	–	–	0.03%	101
2025 Q1	$312K	Hold	2,840	–	–	0.03%	100
2024 Q4	$303K	Hold	2,840	–	–	0.03%	102
2024 Q3	$316K	Hold	2,840	–	–	0.03%	115
2024 Q2	$283K	Hold	2,840	–	–	0.03%	111
2024 Q1	$289K	Hold	2,840	–	–	0.03%	108
2023 Q4	$272K	Hold	2,840	–	–	0.03%	107
2023 Q3	$253K	Buy	+2,840	New	+$266K	0.03%	103

Other funds holding AIVL

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return