Carson Wealth (CWM LLC)
AIS

Carson Wealth (CWM LLC)’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Carson Wealth (CWM LLC)’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 		$4.95K Hold
118
– – ﹤0.01% 5030
2025
Q4 		$4K Hold
118
– – ﹤0.01% 4938
2025
Q3 		$4K Buy
+118
New +$3.6K ﹤0.01% 4868

Other funds holding AIS

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
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

Carson Wealth (CWM LLC)'s AIS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its VistaShares Artificial Intelligence Supercycle ETF (AIS) position steady in Q1 2026 at 118 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #5030.

Carson Wealth (CWM LLC) 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.

  • Carson Wealth (CWM LLC) held 118 shares of VistaShares Artificial Intelligence Supercycle ETF worth $4.95K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its VistaShares Artificial Intelligence Supercycle ETF share count unchanged in Q1 2026.
  • VistaShares Artificial Intelligence Supercycle ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5030 holding.
  • Carson Wealth (CWM LLC) 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 Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.