HP
AIS

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
Q2 		$844K Buy
9,897
+2,821
+40% +$188K 0.13% 144
2026
Q1 		$297K Buy
+7,076
New +$305K 0.06% 236

Other funds holding AIS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Holistic Planning's AIS Position: Q2 2026 in Review

Holistic Planning increased its VistaShares Artificial Intelligence Supercycle ETF (AIS) stake by 40% in Q2 2026, buying an estimated $188K and bringing the position to 9,897 shares worth $844K. The position accounts for 0.13% of the portfolio, ranked #144.

Holistic Planning first reported a position in AIS in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold AIS as of Q2 2026.

  • Holistic Planning held 9,897 shares of VistaShares Artificial Intelligence Supercycle ETF worth $844K as of Q2 2026.
  • Holistic Planning bought 2,821 VistaShares Artificial Intelligence Supercycle ETF shares in Q2 2026, an estimated $188K.
  • VistaShares Artificial Intelligence Supercycle ETF made up 0.13% of Holistic Planning's portfolio in Q2 2026, its #144 holding.
  • Holistic Planning first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q1 2026 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.