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

BCU 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	$1.97M	Sell	37,305 -9,323	-20%	-$424K	0.65%	16
2026 Q1	$1.54M	Buy	46,628 +3,228	+7%	+$111K	0.57%	20
2025 Q4	$1.45M	Buy	43,400 +2,761	+7%	+$95.7K	0.55%	20
2025 Q3	$1.39M	Buy	40,639 +31,885	+364%	+$1.01M	0.56%	19
2025 Q2	$253K	Buy	+8,754	New	+$214K	0.11%	52

Other funds holding BAI

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

BCU Wealth Advisors's BAI Position: Q2 2026 in Review

BCU Wealth Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 20% in Q2 2026, selling an estimated $424K and leaving 37,305 shares worth $1.97M. The position accounts for 0.65% of the portfolio, ranked #16.

BCU Wealth Advisors first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

BCU Wealth Advisors held 37,305 shares of iShares A.I. Innovation and Tech Active ETF worth $1.97M as of Q2 2026.
BCU Wealth Advisors sold 9,323 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $424K.
iShares A.I. Innovation and Tech Active ETF made up 0.65% of BCU Wealth Advisors's portfolio in Q2 2026, its #16 holding.
BCU 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.
139 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

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