SW
AIS

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

SteelPeak Wealth’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 		$200K Buy
+2,350
New +$157K 0.01% 605
2026
Q1 		– Sell
-15,304
Closed -$578K – 662
2025
Q4 		$578K Buy
+15,304
New +$574K 0.02% 338

Other funds holding AIS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
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
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

SteelPeak Wealth's AIS Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in VistaShares Artificial Intelligence Supercycle ETF (AIS) in Q2 2026: 2,350 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in AIS as recently as Q4 2025.

SteelPeak Wealth first reported a position in AIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $578K in Q4 2025. 117 funds tracked by Wall St. Rank hold AIS as of Q2 2026.

  • SteelPeak Wealth held 2,350 shares of VistaShares Artificial Intelligence Supercycle ETF worth $200K as of Q2 2026.
  • VistaShares Artificial Intelligence Supercycle ETF was a new SteelPeak Wealth position in Q2 2026.
  • VistaShares Artificial Intelligence Supercycle ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #605 holding.
  • SteelPeak Wealth first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q4 2025 and has held it in 2 quarters since.
  • SteelPeak Wealth's VistaShares Artificial Intelligence Supercycle ETF position peaked at $578K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.