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

Perigon 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
2026 Q3	$215K	Sell	2,872 -1	-0%	-$70	﹤0.01%	1358
2026 Q2	$245K	Buy	+2,873	New	+$192K	﹤0.01%	1247

Other funds holding AIS

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Perigon Wealth Management's AIS Position: Q3 2026 in Review

Perigon Wealth Management reduced its VistaShares Artificial Intelligence Supercycle ETF (AIS) stake by 0.03% in Q3 2026, selling an estimated $70 and leaving 2,872 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Perigon Wealth Management first reported a position in AIS in Q2 2026 and has held it in 2 quarters since. The position peaked at $245K in Q2 2026. 36 funds tracked by Wall St. Rank hold AIS as of Q3 2026.

Perigon Wealth Management held 2,872 shares of VistaShares Artificial Intelligence Supercycle ETF worth $215K as of Q3 2026.
Perigon Wealth Management sold 1 VistaShares Artificial Intelligence Supercycle ETF share in Q3 2026, an estimated $70.
VistaShares Artificial Intelligence Supercycle ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1358 holding.
Perigon Wealth Management first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q2 2026 and has held it in 2 quarters since.
Perigon Wealth Management's VistaShares Artificial Intelligence Supercycle ETF position peaked at $245K in Q2 2026.
36 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.