FFA
AIVL icon

Founders Financial Alliance’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Founders Financial Alliance’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.6K Buy
+152
New +$18.1K ﹤0.01% 586
2025
Q4 		– Sell
-152
Closed -$17.4K – 613
2025
Q3 		$17.4K Buy
+152
New +$17.3K ﹤0.01% 568
2025
Q2 		– Sell
-152
Closed -$16.7K – 546
2025
Q1 		$16.7K Hold
152
– – ﹤0.01% 504
2024
Q4 		$16.2K Hold
152
– – ﹤0.01% 452
2024
Q3 		$16.9K Hold
152
– – ﹤0.01% 460
2024
Q2 		$15.2K Hold
152
– – ﹤0.01% 450
2024
Q1 		$15.5K Hold
152
– – ﹤0.01% 456
2023
Q4 		$14.6K Hold
152
– – 0.01% 413
2023
Q3 		$13.5K Hold
152
– – 0.01% 401
2023
Q2 		$14.2K Buy
+152
New +$13.8K 0.01% 430
2023
Q1 		– Sell
-152
Closed -$14K – 458
2022
Q4 		$14K Hold
152
– – 0.01% 408
2022
Q3 		$12K Hold
152
– – 0.01% 405
2022
Q2 		$13K Hold
152
– – 0.01% 420
2022
Q1 		$15K Hold
152
– – 0.01% 372
2021
Q4 		$15K Buy
+152
New +$14.8K 0.01% 409

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return