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

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

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.

117 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.
  • 117 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.