Baker Tilly Wealth Management’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Baker Tilly Wealth Management’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	$300K	Buy	6,350 +120	+2%	+$5.38K	0.06%	231
2026 Q2	$328K	Buy	6,230 +140	+2%	+$6.36K	0.07%	211
2026 Q1	$201K	Buy	+6,090	New	+$209K	0.05%	276

Other funds holding BAI

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

Baker Tilly Wealth Management's BAI Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 1.9% in Q3 2026, buying an estimated $5.38K and bringing the position to 6,350 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #231.

Baker Tilly Wealth Management first reported a position in BAI in Q1 2026 and has held it in 3 quarters since. The position peaked at $328K in Q2 2026. 4 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

Baker Tilly Wealth Management held 6,350 shares of iShares A.I. Innovation and Tech Active ETF worth $300K as of Q3 2026.
Baker Tilly Wealth Management bought 120 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $5.38K.
iShares A.I. Innovation and Tech Active ETF made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #231 holding.
Baker Tilly Wealth Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2026 and has held it in 3 quarters since.
Baker Tilly Wealth Management's iShares A.I. Innovation and Tech Active ETF position peaked at $328K in Q2 2026.
4 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.