Carter Financial Group’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Carter Financial Group’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	$1.32M	Buy	31,580 +18,751	+146%	+$808K	0.82%	29
2025 Q4	$485K	Buy	12,829 +3,394	+36%	+$127K	0.29%	60
2025 Q3	$331K	Buy	9,435 +1,923	+26%	+$58.6K	0.2%	81
2025 Q2	$211K	Buy	+7,512	New	+$176K	0.14%	101

Other funds holding AIS

BFA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Carter Financial Group's AIS Position: Q1 2026 in Review

Carter Financial Group increased its VistaShares Artificial Intelligence Supercycle ETF (AIS) stake by 146% in Q1 2026, buying an estimated $808K and bringing the position to 31,580 shares worth $1.32M. The position accounts for 0.82% of the portfolio, ranked #29.

Carter Financial Group first reported a position in AIS in Q2 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold AIS as of Q1 2026.

Carter Financial Group held 31,580 shares of VistaShares Artificial Intelligence Supercycle ETF worth $1.32M as of Q1 2026.
Carter Financial Group bought 18,751 VistaShares Artificial Intelligence Supercycle ETF shares in Q1 2026, an estimated $808K.
VistaShares Artificial Intelligence Supercycle ETF made up 0.82% of Carter Financial Group's portfolio in Q1 2026, its #29 holding.
Carter Financial Group first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q2 2025 and has held it in 4 quarters since.
53 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q1 2026.

Based on Carter Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.