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Sax Wealth Advisors’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Sax Wealth Advisors’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 		$444K Buy
+5,945
New +$418K 0.01% 478

Other funds holding AIS

GI
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
MG
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Sax Wealth Advisors's AIS Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in VistaShares Artificial Intelligence Supercycle ETF (AIS) in Q3 2026: 5,945 shares worth $444K. The stake represents 0.01% of the portfolio and ranks #478 among its holdings.

15 funds tracked by Wall St. Rank hold AIS as of Q3 2026.

  • Sax Wealth Advisors held 5,945 shares of VistaShares Artificial Intelligence Supercycle ETF worth $444K as of Q3 2026.
  • VistaShares Artificial Intelligence Supercycle ETF was a new Sax Wealth Advisors position in Q3 2026.
  • VistaShares Artificial Intelligence Supercycle ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #478 holding.
  • 15 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.