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

Balance Wealth’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	$114K	Buy	+2,409	New	+$108K	0.03%	225

Other funds holding BAI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Balance Wealth's BAI Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 2,409 shares worth $114K. The stake represents 0.03% of the portfolio and ranks #225 among its holdings.

453 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

Balance Wealth held 2,409 shares of iShares A.I. Innovation and Tech Active ETF worth $114K as of Q3 2026.
iShares A.I. Innovation and Tech Active ETF was a new Balance Wealth position in Q3 2026.
iShares A.I. Innovation and Tech Active ETF made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #225 holding.
453 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.