Concurrent Investment Advisors
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Concurrent Investment Advisors’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Concurrent Investment Advisors’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 		$531K Buy
+7,103
New +$499K ﹤0.01% 1529

Other funds holding AIS

Gradient Investments
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
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
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
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Concurrent Investment Advisors's AIS Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in VistaShares Artificial Intelligence Supercycle ETF (AIS) in Q3 2026: 7,103 shares worth $531K. The stake represents ﹤0.01% of the portfolio and ranks #1529 among its holdings.

21 funds tracked by Wall St. Rank hold AIS as of Q3 2026.

  • Concurrent Investment Advisors held 7,103 shares of VistaShares Artificial Intelligence Supercycle ETF worth $531K as of Q3 2026.
  • VistaShares Artificial Intelligence Supercycle ETF was a new Concurrent Investment Advisors position in Q3 2026.
  • VistaShares Artificial Intelligence Supercycle ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1529 holding.
  • 21 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.