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

Atria Wealth Solutions’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
2025 Q2	$3.3M	Buy	+114,539	New	+$2.8M	0.07%	294

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Atria Wealth Solutions's BAI Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2025: 114,539 shares worth $3.3M. The stake represents 0.07% of the portfolio and ranks #294 among its holdings.

279 funds tracked by Wall St. Rank hold BAI as of Q2 2025.

Atria Wealth Solutions held 114,539 shares of iShares A.I. Innovation and Tech Active ETF worth $3.3M as of Q2 2025.
iShares A.I. Innovation and Tech Active ETF was a new Atria Wealth Solutions position in Q2 2025.
iShares A.I. Innovation and Tech Active ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #294 holding.
279 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.