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Foundations Investment Advisors’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

Foundations Investment Advisors’s Portfolio WISE Stock Details WISE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,569
Closed -$522K – 894
2024
Q3 		$522K Sell
17,569
-230,419
-93% -$6.53M 0.01% 511
2024
Q2 		$6.96M Buy
247,988
+23,836
+11% +$668K 0.17% 108
2024
Q1 		$6.82M Buy
+224,152
New +$6.48M 0.18% 101

Other funds holding WISE

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SAM
Strive Asset Management Dublin, Ohio $184M AUM 29.16% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

Foundations Investment Advisors's WISE Position: Q4 2024 in Review

Foundations Investment Advisors sold out of Themes Generative Artificial Intelligence ETF (WISE) in Q4 2024, closing a stake of 17,569 shares — an estimated $522K sold.

Foundations Investment Advisors first reported a position in WISE in Q1 2024 and held it in 3 quarters. The position peaked at $6.96M in Q2 2024. 16 funds tracked by Wall St. Rank hold WISE as of Q4 2024.

  • Foundations Investment Advisors reported no remaining Themes Generative Artificial Intelligence ETF position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 17,569 Themes Generative Artificial Intelligence ETF shares in Q4 2024, an estimated $522K.
  • Foundations Investment Advisors first reported a position in Themes Generative Artificial Intelligence ETF in Q1 2024 and held it in 3 quarters.
  • Foundations Investment Advisors's Themes Generative Artificial Intelligence ETF position peaked at $6.96M in Q2 2024.
  • 16 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.