Mather Group
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Mather Group’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Mather Group’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 		$4.45M Sell
59,559
-1,713
-3% -$120K 0.04% 189
2026
Q2 		$5.23M Buy
61,272
+340
+0.6% +$22.7K 0.05% 154
2026
Q1 		$2.55M Buy
+60,932
New +$2.63M 0.03% 197

Other funds holding AIS

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Mather Group's AIS Position: Q3 2026 in Review

Mather Group reduced its VistaShares Artificial Intelligence Supercycle ETF (AIS) stake by 2.8% in Q3 2026, selling an estimated $120K and leaving 59,559 shares worth $4.45M. The position accounts for 0.04% of the portfolio, ranked #189.

Mather Group first reported a position in AIS in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.23M in Q2 2026. 23 funds tracked by Wall St. Rank hold AIS as of Q3 2026.

  • Mather Group held 59,559 shares of VistaShares Artificial Intelligence Supercycle ETF worth $4.45M as of Q3 2026.
  • Mather Group sold 1,713 VistaShares Artificial Intelligence Supercycle ETF shares in Q3 2026, an estimated $120K.
  • VistaShares Artificial Intelligence Supercycle ETF made up 0.04% of Mather Group's portfolio in Q3 2026, its #189 holding.
  • Mather Group first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's VistaShares Artificial Intelligence Supercycle ETF position peaked at $5.23M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.