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

Avantax 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
2025 Q2	$4.26M	Buy	+147,504	New	+$3.61M	0.02%	504

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Avantax Advisory Services's BAI Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2025: 147,504 shares worth $4.26M. The stake represents 0.02% of the portfolio and ranks #504 among its holdings.

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

Avantax Advisory Services held 147,504 shares of iShares A.I. Innovation and Tech Active ETF worth $4.26M as of Q2 2025.
iShares A.I. Innovation and Tech Active ETF was a new Avantax Advisory Services position in Q2 2025.
iShares A.I. Innovation and Tech Active ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #504 holding.
280 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.