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

Superior Planning, 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	$2.07M	Buy	+43,936	New	+$1.97M	0.86%	25

Other funds holding BAI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Superior Planning, LLC's BAI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 43,936 shares worth $2.07M. The stake represents 0.86% of the portfolio and ranks #25 among its holdings.

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

Superior Planning, LLC held 43,936 shares of iShares A.I. Innovation and Tech Active ETF worth $2.07M as of Q3 2026.
iShares A.I. Innovation and Tech Active ETF was a new Superior Planning, LLC position in Q3 2026.
iShares A.I. Innovation and Tech Active ETF made up 0.86% of Superior Planning, LLC's portfolio in Q3 2026, its #25 holding.
530 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.