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Atlas Brown’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Atlas Brown’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 		$403K Buy
8,530
+2,002
+31% +$89.7K 0.11% 170
2026
Q2 		$344K Buy
+6,528
New +$297K 0.09% 180

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

Atlas Brown's BAI Position: Q3 2026 in Review

Atlas Brown increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 31% in Q3 2026, buying an estimated $89.7K and bringing the position to 8,530 shares worth $403K. The position accounts for 0.11% of the portfolio, ranked #170.

Atlas Brown first reported a position in BAI in Q2 2026 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Atlas Brown held 8,530 shares of iShares A.I. Innovation and Tech Active ETF worth $403K as of Q3 2026.
  • Atlas Brown bought 2,002 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $89.7K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.11% of Atlas Brown's portfolio in Q3 2026, its #170 holding.
  • Atlas Brown first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.