NWM
AIS

Napa Wealth Management’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Napa Wealth Management’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
2025
Q3 		$528K Sell
15,017
-18,380
-55% -$560K 0.25% 94
2025
Q2 		$939K Sell
33,397
-68,436
-67% -$1.6M 0.45% 59
2025
Q1 		$2.19M Buy
+101,833
New +$2.48M 1.23% 26

Other funds holding AIS

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FW
FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return

Napa Wealth Management's AIS Position: Q3 2025 in Review

Napa Wealth Management reduced its VistaShares Artificial Intelligence Supercycle ETF (AIS) stake by 55% in Q3 2025, selling an estimated $560K and leaving 15,017 shares worth $528K. The position accounts for 0.25% of the portfolio, ranked #94.

Napa Wealth Management first reported a position in AIS in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.19M in Q1 2025. 19 funds tracked by Wall St. Rank hold AIS as of Q3 2025.

  • Napa Wealth Management held 15,017 shares of VistaShares Artificial Intelligence Supercycle ETF worth $528K as of Q3 2025.
  • Napa Wealth Management sold 18,380 VistaShares Artificial Intelligence Supercycle ETF shares in Q3 2025, an estimated $560K.
  • VistaShares Artificial Intelligence Supercycle ETF made up 0.25% of Napa Wealth Management's portfolio in Q3 2025, its #94 holding.
  • Napa Wealth Management first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q1 2025 and has held it in 3 quarters since.
  • Napa Wealth Management's VistaShares Artificial Intelligence Supercycle ETF position peaked at $2.19M in Q1 2025.
  • 19 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.