Summit Financial’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Summit Financial’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	$694K	Buy	+8,132	New	+$543K	0.01%	977

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

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Summit Financial's AIS Position: Q2 2026 in Review

Summit Financial opened a new position in VistaShares Artificial Intelligence Supercycle ETF (AIS) in Q2 2026: 8,132 shares worth $694K. The stake represents 0.01% of the portfolio and ranks #977 among its holdings.

117 funds tracked by Wall St. Rank hold AIS as of Q2 2026.

Summit Financial held 8,132 shares of VistaShares Artificial Intelligence Supercycle ETF worth $694K as of Q2 2026.
VistaShares Artificial Intelligence Supercycle ETF was a new Summit Financial position in Q2 2026.
VistaShares Artificial Intelligence Supercycle ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #977 holding.
117 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.