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AIS

Root Financial Partners’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Root Financial Partners’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 		– Sell
-384
Closed -$16.1K – 3383
2026
Q1 		$16.1K Buy
+384
New +$16.5K ﹤0.01% 1442

Other funds holding AIS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Root Financial Partners's AIS Position: Q2 2026 in Review

Root Financial Partners sold out of VistaShares Artificial Intelligence Supercycle ETF (AIS) in Q2 2026, closing a stake of 384 shares — an estimated $16.1K sold.

Root Financial Partners first reported a position in AIS in Q1 2026 and held it in 1 quarter. The position peaked at $16.1K in Q1 2026. 42 funds tracked by Wall St. Rank hold AIS as of Q2 2026.

  • Root Financial Partners reported no remaining VistaShares Artificial Intelligence Supercycle ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 384 VistaShares Artificial Intelligence Supercycle ETF shares in Q2 2026, an estimated $16.1K.
  • Root Financial Partners first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's VistaShares Artificial Intelligence Supercycle ETF position peaked at $16.1K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.