BOSSRA
BAI

B.O.S.S. Retirement Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

B.O.S.S. Retirement 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
Q2 		$3.41M Sell
64,656
-18,720
-22% -$850K 0.92% 20
2026
Q1 		$2.75M Buy
83,376
+3,351
+4% +$115K 0.84% 30
2025
Q4 		$2.66M Buy
80,025
+49,025
+158% +$1.7M 0.84% 31
2025
Q3 		$1.06M Buy
31,000
+23,453
+311% +$740K 0.25% 79
2025
Q2 		$218K Buy
+7,547
New +$185K 0.05% 180

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

B.O.S.S. Retirement Advisors's BAI Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 22% in Q2 2026, selling an estimated $850K and leaving 64,656 shares worth $3.41M. The position accounts for 0.92% of the portfolio, ranked #20.

B.O.S.S. Retirement Advisors first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 64,656 shares of iShares A.I. Innovation and Tech Active ETF worth $3.41M as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 18,720 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $850K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.92% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #20 holding.
  • B.O.S.S. Retirement Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.