AIM
BAI icon

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

Archer Investment 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 		$9.57M Sell
202,755
-9,230
-4% -$413K 3.02% 8
2026
Q2 		$11.2M Buy
211,985
+10,516
+5% +$478K 3.82% 6
2026
Q1 		$6.64M Buy
201,469
+149,681
+289% +$5.14M 2.79% 7
2025
Q4 		$1.72M Buy
+51,788
New +$1.8M 0.93% 32

Other funds holding BAI

GMFG
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Archer Investment Management's BAI Position: Q3 2026 in Review

Archer Investment Management reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 4.4% in Q3 2026, selling an estimated $413K and leaving 202,755 shares worth $9.57M. The position accounts for 3.02% of the portfolio, ranked #8.

Archer Investment Management first reported a position in BAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.2M in Q2 2026. 54 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Archer Investment Management held 202,755 shares of iShares A.I. Innovation and Tech Active ETF worth $9.57M as of Q3 2026.
  • Archer Investment Management sold 9,230 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $413K.
  • iShares A.I. Innovation and Tech Active ETF made up 3.02% of Archer Investment Management's portfolio in Q3 2026, its #8 holding.
  • Archer Investment Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 4 quarters since.
  • Archer Investment Management's iShares A.I. Innovation and Tech Active ETF position peaked at $11.2M in Q2 2026.
  • 54 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.