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 Q3	$1.75M	Sell	37,017 -288	-0.8%	-$12.9K	0.56%	15
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

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

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

BCU Wealth Advisors's BAI Position: Q3 2026 in Review

BCU Wealth Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 0.77% in Q3 2026, selling an estimated $12.9K and leaving 37,017 shares worth $1.75M. The position accounts for 0.56% of the portfolio, ranked #15.

BCU Wealth Advisors first reported a position in BAI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.97M in Q2 2026. 209 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

BCU Wealth Advisors held 37,017 shares of iShares A.I. Innovation and Tech Active ETF worth $1.75M as of Q3 2026.
BCU Wealth Advisors sold 288 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $12.9K.
iShares A.I. Innovation and Tech Active ETF made up 0.56% of BCU Wealth Advisors's portfolio in Q3 2026, its #15 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 6 quarters since.
BCU Wealth Advisors's iShares A.I. Innovation and Tech Active ETF position peaked at $1.97M in Q2 2026.
209 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.