U.S. Capital Wealth Advisors’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$1.94M	Buy	46,345 +3,990	+9%	+$172K	0.05%	364
2025 Q4	$1.6M	Buy	42,355 +700	+2%	+$26.3K	0.04%	382
2025 Q3	$1.46M	Buy	41,655 +6,100	+17%	+$186K	0.04%	396
2025 Q2	$1,000K	Buy	+35,555	New	+$833K	0.03%	430

Other funds holding AIS

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return