Gradient Investments’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Gradient Investments’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	$20.7M	Sell	276,731 -119,640	-30%	-$8.4M	0.3%	95
2026 Q2	$33.8M	Buy	+396,371	New	+$26.5M	0.47%	65

Other funds holding AIS

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Carter Financial Group Barrington, Illinois $196M AUM 20.26% 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

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

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

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

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

Gradient Investments's AIS Position: Q3 2026 in Review

Gradient Investments reduced its VistaShares Artificial Intelligence Supercycle ETF (AIS) stake by 30% in Q3 2026, selling an estimated $8.4M and leaving 276,731 shares worth $20.7M. The position accounts for 0.3% of the portfolio, ranked #95.

Gradient Investments first reported a position in AIS in Q2 2026 and has held it in 2 quarters since. The position peaked at $33.8M in Q2 2026. 36 funds tracked by Wall St. Rank hold AIS as of Q3 2026.

Gradient Investments held 276,731 shares of VistaShares Artificial Intelligence Supercycle ETF worth $20.7M as of Q3 2026.
Gradient Investments sold 119,640 VistaShares Artificial Intelligence Supercycle ETF shares in Q3 2026, an estimated $8.4M.
VistaShares Artificial Intelligence Supercycle ETF made up 0.3% of Gradient Investments's portfolio in Q3 2026, its #95 holding.
Gradient Investments first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q2 2026 and has held it in 2 quarters since.
Gradient Investments's VistaShares Artificial Intelligence Supercycle ETF position peaked at $33.8M in Q2 2026.
36 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.