Advus Financial Partners’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Advus Financial Partners’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	$3.45M	Buy	73,057 +10,514	+17%	+$471K	0.97%	24
2026 Q2	$3.3M	Buy	62,543 +10,610	+20%	+$482K	0.94%	23
2026 Q1	$1.71M	Buy	51,933 +12,955	+33%	+$445K	0.65%	35
2025 Q4	$1.3M	Buy	38,978 +17,941	+85%	+$622K	0.47%	38
2025 Q3	$719K	Buy	21,037 +13,322	+173%	+$420K	0.27%	43
2025 Q2	$223K	Buy	+7,715	New	+$189K	0.09%	61

Other funds holding BAI

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 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

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

Advus Financial Partners's BAI Position: Q3 2026 in Review

Advus Financial Partners increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 17% in Q3 2026, buying an estimated $471K and bringing the position to 73,057 shares worth $3.45M. The position accounts for 0.97% of the portfolio, ranked #24.

Advus Financial Partners first reported a position in BAI in Q2 2025 and has held it in 6 quarters since. 209 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

Advus Financial Partners held 73,057 shares of iShares A.I. Innovation and Tech Active ETF worth $3.45M as of Q3 2026.
Advus Financial Partners bought 10,514 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $471K.
iShares A.I. Innovation and Tech Active ETF made up 0.97% of Advus Financial Partners's portfolio in Q3 2026, its #24 holding.
Advus Financial Partners first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 6 quarters since.
209 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.