Alterna Wealth Management
BAI icon

Alterna Wealth Management’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Alterna Wealth Management’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 		$1.06M Buy
22,481
+1,448
+7% +$64.9K 0.59% 50
2026
Q2 		$1.11M Buy
21,033
+2,254
+12% +$102K 0.64% 46
2026
Q1 		$619K Buy
18,779
+4,313
+30% +$148K 0.47% 49
2025
Q4 		$482K Buy
14,466
+393
+3% +$13.6K 0.4% 63
2025
Q3 		$481K Buy
+14,073
New +$444K 0.4% 60

Other funds holding BAI

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Alterna Wealth Management's BAI Position: Q3 2026 in Review

Alterna Wealth Management increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 6.9% in Q3 2026, buying an estimated $64.9K and bringing the position to 22,481 shares worth $1.06M. The position accounts for 0.59% of the portfolio, ranked #50.

Alterna Wealth Management first reported a position in BAI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q2 2026. 377 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Alterna Wealth Management held 22,481 shares of iShares A.I. Innovation and Tech Active ETF worth $1.06M as of Q3 2026.
  • Alterna Wealth Management bought 1,448 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $64.9K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.59% of Alterna Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Alterna Wealth Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 5 quarters since.
  • Alterna Wealth Management's iShares A.I. Innovation and Tech Active ETF position peaked at $1.11M in Q2 2026.
  • 377 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.