Holistic Planning’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Holistic Planning’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 Q1	$297K	Buy	+7,076	New	+$305K	0.06%	236

Other funds holding AIS

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Holistic Planning's AIS Position: Q1 2026 in Review

Holistic Planning opened a new position in VistaShares Artificial Intelligence Supercycle ETF (AIS) in Q1 2026: 7,076 shares worth $297K. The stake represents 0.06% of the portfolio and ranks #236 among its holdings.

53 funds tracked by Wall St. Rank hold AIS as of Q1 2026.

Holistic Planning held 7,076 shares of VistaShares Artificial Intelligence Supercycle ETF worth $297K as of Q1 2026.
VistaShares Artificial Intelligence Supercycle ETF was a new Holistic Planning position in Q1 2026.
VistaShares Artificial Intelligence Supercycle ETF made up 0.06% of Holistic Planning's portfolio in Q1 2026, its #236 holding.
53 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.