AAS
BAI

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

Ameritas Advisory Services’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
Q2 		$6.4M Buy
121,383
+97,192
+402% +$4.42M 0.13% 162
2026
Q1 		$797K Buy
24,191
+7,167
+42% +$246K 0.03% 441
2025
Q4 		$567K Buy
17,024
+12,024
+240% +$417K 0.02% 526
2025
Q3 		$171K Buy
+5,000
New +$158K 0.01% 661

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Ameritas Advisory Services's BAI Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 402% in Q2 2026, buying an estimated $4.42M and bringing the position to 121,383 shares worth $6.4M. The position accounts for 0.13% of the portfolio, ranked #162.

Ameritas Advisory Services first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Ameritas Advisory Services held 121,383 shares of iShares A.I. Innovation and Tech Active ETF worth $6.4M as of Q2 2026.
  • Ameritas Advisory Services bought 97,192 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $4.42M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.13% of Ameritas Advisory Services's portfolio in Q2 2026, its #162 holding.
  • Ameritas Advisory Services first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.