BRWA
BAI

B. Riley Wealth Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

B. Riley Wealth 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 		$2.44M Sell
47,983
-6,063
-11% -$275K 0.13% 158
2026
Q1 		$1.68M Buy
54,046
+1,477
+3% +$50.7K 0.11% 189
2025
Q4 		$1.75M Buy
52,569
+2,977
+6% +$103K 0.08% 228
2025
Q3 		$1.69M Buy
49,592
+30,479
+159% +$962K 0.08% 240
2025
Q2 		$551K Buy
+19,113
New +$468K 0.03% 499

Other funds holding BAI

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

B. Riley Wealth Advisors's BAI Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 11% in Q2 2026, selling an estimated $275K and leaving 47,983 shares worth $2.44M. The position accounts for 0.13% of the portfolio, ranked #158.

B. Riley Wealth Advisors first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • B. Riley Wealth Advisors held 47,983 shares of iShares A.I. Innovation and Tech Active ETF worth $2.44M as of Q2 2026.
  • B. Riley Wealth Advisors sold 6,063 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $275K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.13% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • B. Riley Wealth 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.
  • 177 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.