BWM
BAI

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

BAM 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
Q2 		$419K Sell
7,943
-860
-10% -$39.1K 0.26% 108
2026
Q1 		$290K Buy
8,803
+761
+9% +$26.1K 0.22% 116
2025
Q4 		$268K Buy
8,042
+128
+2% +$4.44K 0.19% 122
2025
Q3 		$270K Buy
+7,914
New +$250K 0.21% 116

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

BAM Wealth Management's BAI Position: Q2 2026 in Review

BAM Wealth Management reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 9.8% in Q2 2026, selling an estimated $39.1K and leaving 7,943 shares worth $419K. The position accounts for 0.26% of the portfolio, ranked #108.

BAM Wealth Management first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • BAM Wealth Management held 7,943 shares of iShares A.I. Innovation and Tech Active ETF worth $419K as of Q2 2026.
  • BAM Wealth Management sold 860 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $39.1K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.26% of BAM Wealth Management's portfolio in Q2 2026, its #108 holding.
  • BAM Wealth Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.