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

SFI 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 Q2	$6.79M	Sell	79,632 -2,340	-3%	-$156K	5.86%	3
2026 Q1	$3.44M	Sell	81,972 -72,370	-47%	-$3.12M	3.61%	7
2025 Q4	$5.83M	Sell	154,342 -5,065	-3%	-$190K	3.74%	10
2025 Q3	$5.6M	Sell	159,407 -2,811	-2%	-$85.7K	3.57%	10
2025 Q2	$4.56M	Sell	162,218 -8,230	-5%	-$193K	3.16%	13
2025 Q1	$3.67M	Buy	+170,448	New	+$4.15M	2.71%	16

Other funds holding AIS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CFG

Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return

SFI Advisors's AIS Position: Q2 2026 in Review

SFI Advisors reduced its VistaShares Artificial Intelligence Supercycle ETF (AIS) stake by 2.9% in Q2 2026, selling an estimated $156K and leaving 79,632 shares worth $6.79M. The position accounts for 5.86% of the portfolio, ranked #3.

SFI Advisors first reported a position in AIS in Q1 2025 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold AIS as of Q2 2026.

SFI Advisors held 79,632 shares of VistaShares Artificial Intelligence Supercycle ETF worth $6.79M as of Q2 2026.
SFI Advisors sold 2,340 VistaShares Artificial Intelligence Supercycle ETF shares in Q2 2026, an estimated $156K.
VistaShares Artificial Intelligence Supercycle ETF made up 5.86% of SFI Advisors's portfolio in Q2 2026, its #3 holding.
SFI Advisors first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q1 2025 and has held it in 6 quarters since.
117 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q2 2026.

Based on SFI Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.