Client First Investment Management’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Client First Investment Management’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 Q3	–	Sell	-30,921	Closed	-$2.64M	–	34
2026 Q2	$2.64M	Buy	+30,921	New	+$2.06M	1.11%	14

Other funds holding AIS

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AFP

ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Client First Investment Management's AIS Position: Q3 2026 in Review

Client First Investment Management sold out of VistaShares Artificial Intelligence Supercycle ETF (AIS) in Q3 2026, closing a stake of 30,921 shares — an estimated $2.64M sold.

Client First Investment Management first reported a position in AIS in Q2 2026 and held it in 1 quarter. The position peaked at $2.64M in Q2 2026. 20 funds tracked by Wall St. Rank hold AIS as of Q3 2026.

Client First Investment Management reported no remaining VistaShares Artificial Intelligence Supercycle ETF position as of Q3 2026 after selling out during the quarter.
Client First Investment Management sold 30,921 VistaShares Artificial Intelligence Supercycle ETF shares in Q3 2026, an estimated $2.64M.
Client First Investment Management first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q2 2026 and held it in 1 quarter.
Client First Investment Management's VistaShares Artificial Intelligence Supercycle ETF position peaked at $2.64M in Q2 2026.
20 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.