Adam Patti, CEO of VistaShares, joined Julie Cooling, Founder and CEO of RIA Channel, at the GTE Wealth Forum to discuss the firm’s innovative ETF offerings.
VistaShares is an ETF firm, approaching $1 billion in AUM, that offers three specialized strategies focused on growth equity, income generation, and options income. The firm’s leadership combines Patti’s deep experience in the ETF industry with Jon McNeill, a world-renowned venture capitalist, AI and tech leader with experience at Tesla and Lyft.
Patti notes that supercycles are long-term disruptive trends driven by technological advancements. The current market is experiencing multiple supercycles simultaneously, including space, AI, robotics, biotech, and electrification. The Supercycle® Growth Equity ETFs include the VistaShares Artificial Intelligence Supercycle® ETF (AIS) and the VistaShares Electrification Supercycle® ETF (POW). The AI fund focuses on infrastructure providers, including semiconductor, electrical equipment, and computer hardware manufacturers, as well as storage providers, with holdings at each step of the supply chain. Holdings in the electrification ETF supply the growing power needs of AI data centers. The actively managed ETFs are driven by a patented rules-based process overseen by the firm’s highly experienced investment committee.
Income investors now have the opportunity to invest in equity portfolios inspired by legendary investors, such as Warren Buffett and Stanley Druckenmiller. These ETFs include the VistaShares Target 15™ Berkshire Select Income ETF (OMAH) and the VistaShares Target 15™ DRUKMacro Distribution ETF (DRKY). Holdings in the ETFs include stocks listed in the investors’ regulatory filings with an options overlay designed to generate 15% annual income, paid on a monthly basis.
The VistaShares BitBonds™ 5 Yr Enhanced Weekly Option Income ETF (BTYB) launched on February 3, 2026, seeks to generate twice the annual yield of a 5-year Treasury Bond, paid weekly. The ETF includes approximately 20% Bitcoin-related exposure through a covered call strategy and approximately 80% Treasury-related exposure.
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