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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
32,321
+2,918
+10% +$106K 0.06% 286
2025
Q1
$903K Buy
29,403
+2,438
+9% +$74.9K 0.05% 317
2024
Q4
$1.03M Buy
26,965
+1,871
+7% +$71.8K 0.05% 324
2024
Q3
$746K Buy
+25,094
New +$746K 0.03% 409