Buck Wealth Strategies’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Buck Wealth Strategies’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 Q2	$9.41K	Buy	+72	New	+$8.96K	﹤0.01%	606

Other funds holding AIVL

Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Global Retirement Partners San Rafael, California $6.54B AUM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Buck Wealth Strategies's AIVL Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2026: 72 shares worth $9.41K. The stake represents ﹤0.01% of the portfolio and ranks #606 among its holdings.

74 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Buck Wealth Strategies held 72 shares of WisdomTree US AI Enhanced Value Fund worth $9.41K as of Q2 2026.
WisdomTree US AI Enhanced Value Fund was a new Buck Wealth Strategies position in Q2 2026.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #606 holding.
74 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.