Amplius Wealth Advisors
BAI icon

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

Amplius Wealth Advisors’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 		$1.02M Buy
21,704
+15,020
+225% +$673K 0.07% 82
2026
Q2 		$352K Buy
+6,684
New +$304K 0.03% 158

Other funds holding BAI

OpenArc Corporate Advisory
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Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Amplius Wealth Advisors's BAI Position: Q3 2026 in Review

Amplius Wealth Advisors increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 225% in Q3 2026, buying an estimated $673K and bringing the position to 21,704 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #82.

Amplius Wealth Advisors first reported a position in BAI in Q2 2026 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Amplius Wealth Advisors held 21,704 shares of iShares A.I. Innovation and Tech Active ETF worth $1.02M as of Q3 2026.
  • Amplius Wealth Advisors bought 15,020 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $673K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.07% of Amplius Wealth Advisors's portfolio in Q3 2026, its #82 holding.
  • Amplius Wealth Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.