STACKSTONE WEALTH, LLC’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio BAI Stock Details BAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$490K	Buy	+10,382	New	+$465K	0.05%	230

Other funds holding BAI

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

STACKSTONE WEALTH, LLC's BAI Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 10,382 shares worth $490K. The stake represents 0.05% of the portfolio and ranks #230 among its holdings.

156 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

STACKSTONE WEALTH, LLC held 10,382 shares of iShares A.I. Innovation and Tech Active ETF worth $490K as of Q3 2026.
iShares A.I. Innovation and Tech Active ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares A.I. Innovation and Tech Active ETF made up 0.05% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #230 holding.
156 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.