BCWM
BAI

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

Bartlett & Co 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 		$6.85K Hold
130
– – ﹤0.01% 1048
2026
Q1 		$5.69K Buy
+130
New +$4.46K ﹤0.01% 999

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

Bartlett & Co Wealth Management's BAI Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares A.I. Innovation and Tech Active ETF (BAI) position steady in Q2 2026 at 130 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Bartlett & Co Wealth Management first reported a position in BAI in Q1 2026 and has held it in 2 quarters since. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Bartlett & Co Wealth Management held 130 shares of iShares A.I. Innovation and Tech Active ETF worth $6.85K as of Q2 2026.
  • Bartlett & Co Wealth Management left its iShares A.I. Innovation and Tech Active ETF share count unchanged in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1048 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.