TFM
AIS

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

Trademark Financial Management’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 		$250K Buy
+2,925
New +$195K 0.1% 95

Other funds holding AIS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Trademark Financial Management's AIS Position: Q2 2026 in Review

Trademark Financial Management opened a new position in VistaShares Artificial Intelligence Supercycle ETF (AIS) in Q2 2026: 2,925 shares worth $250K. The stake represents 0.1% of the portfolio and ranks #95 among its holdings.

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

  • Trademark Financial Management held 2,925 shares of VistaShares Artificial Intelligence Supercycle ETF worth $250K as of Q2 2026.
  • VistaShares Artificial Intelligence Supercycle ETF was a new Trademark Financial Management position in Q2 2026.
  • VistaShares Artificial Intelligence Supercycle ETF made up 0.1% of Trademark Financial Management's portfolio in Q2 2026, its #95 holding.
  • 42 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.