SAG
AIS

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

SageView Advisory 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
2025
Q4 		$30.9K Buy
+818
New +$30.7K ﹤0.01% 1273

Other funds holding AIS

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SageView Advisory Group's AIS Position: Q4 2025 in Review

SageView Advisory Group opened a new position in VistaShares Artificial Intelligence Supercycle ETF (AIS) in Q4 2025: 818 shares worth $30.9K. The stake represents ﹤0.01% of the portfolio and ranks #1273 among its holdings.

38 funds tracked by Wall St. Rank hold AIS as of Q4 2025.

  • SageView Advisory Group held 818 shares of VistaShares Artificial Intelligence Supercycle ETF worth $30.9K as of Q4 2025.
  • VistaShares Artificial Intelligence Supercycle ETF was a new SageView Advisory Group position in Q4 2025.
  • VistaShares Artificial Intelligence Supercycle ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1273 holding.
  • 38 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.