CFG
AIS

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
Q2 		$6.7M Buy
78,482
+46,902
+149% +$3.13M 3.47% 7
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Carter Financial Group's AIS Position: Q2 2026 in Review

Carter Financial Group increased its VistaShares Artificial Intelligence Supercycle ETF (AIS) stake by 149% in Q2 2026, buying an estimated $3.13M and bringing the position to 78,482 shares worth $6.7M. The position accounts for 3.47% of the portfolio, ranked #7.

Carter Financial Group first reported a position in AIS in Q2 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold AIS as of Q2 2026.

  • Carter Financial Group held 78,482 shares of VistaShares Artificial Intelligence Supercycle ETF worth $6.7M as of Q2 2026.
  • Carter Financial Group bought 46,902 VistaShares Artificial Intelligence Supercycle ETF shares in Q2 2026, an estimated $3.13M.
  • VistaShares Artificial Intelligence Supercycle ETF made up 3.47% of Carter Financial Group's portfolio in Q2 2026, its #7 holding.
  • Carter Financial Group first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q2 2025 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.