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Advisory Solutions Group’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Advisory Solutions Group’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 		$342K Sell
7,255
-2,702
-27% -$121K 0.07% 207
2026
Q2 		$525K Buy
+9,957
New +$452K 0.18% 111

Other funds holding BAI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Advisory Solutions Group's BAI Position: Q3 2026 in Review

Advisory Solutions Group reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 27% in Q3 2026, selling an estimated $121K and leaving 7,255 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #207.

Advisory Solutions Group first reported a position in BAI in Q2 2026 and has held it in 2 quarters since. The position peaked at $525K in Q2 2026. 622 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Advisory Solutions Group held 7,255 shares of iShares A.I. Innovation and Tech Active ETF worth $342K as of Q3 2026.
  • Advisory Solutions Group sold 2,702 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $121K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.07% of Advisory Solutions Group's portfolio in Q3 2026, its #207 holding.
  • Advisory Solutions Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2026 and has held it in 2 quarters since.
  • Advisory Solutions Group's iShares A.I. Innovation and Tech Active ETF position peaked at $525K in Q2 2026.
  • 622 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.