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Stratos Wealth Advisors’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

Stratos Wealth Advisors’s Portfolio WISE Stock Details WISE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
37,333
-2,357
-6% -$90.9K 0.08% 233
2026
Q1 		$1.28M Buy
39,690
+3,245
+9% +$118K 0.08% 237
2025
Q4 		$1.42M Buy
36,445
+3,633
+11% +$156K 0.07% 264
2025
Q3 		$1.44M Buy
32,812
+491
+2% +$19.5K 0.07% 271
2025
Q2 		$1.17M Buy
32,321
+2,918
+10% +$92.2K 0.06% 286
2025
Q1 		$903K Buy
29,403
+2,438
+9% +$88.1K 0.05% 317
2024
Q4 		$1.03M Buy
26,965
+1,871
+7% +$62.3K 0.05% 324
2024
Q3 		$746K Buy
+25,094
New +$711K 0.03% 409

Other funds holding WISE

TIA
Teucrium Investment Advisors Burlington, Vermont $112M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM

Stratos Wealth Advisors's WISE Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its Themes Generative Artificial Intelligence ETF (WISE) stake by 5.9% in Q2 2026, selling an estimated $90.9K and leaving 37,333 shares worth $1.44M. The position accounts for 0.08% of the portfolio, ranked #233.

Stratos Wealth Advisors first reported a position in WISE in Q3 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold WISE as of Q2 2026.

  • Stratos Wealth Advisors held 37,333 shares of Themes Generative Artificial Intelligence ETF worth $1.44M as of Q2 2026.
  • Stratos Wealth Advisors sold 2,357 Themes Generative Artificial Intelligence ETF shares in Q2 2026, an estimated $90.9K.
  • Themes Generative Artificial Intelligence ETF made up 0.08% of Stratos Wealth Advisors's portfolio in Q2 2026, its #233 holding.
  • Stratos Wealth Advisors first reported a position in Themes Generative Artificial Intelligence ETF in Q3 2024 and has held it in 8 quarters since.
  • 21 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.