Beacon Financial Planning’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Beacon Financial Planning’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 Q1	$386K	Buy	+11,715	New	+$402K	0.15%	56

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAS

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

Beacon Financial Planning's BAI Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q1 2026: 11,715 shares worth $386K. The stake represents 0.15% of the portfolio and ranks #56 among its holdings.

540 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

Beacon Financial Planning held 11,715 shares of iShares A.I. Innovation and Tech Active ETF worth $386K as of Q1 2026.
iShares A.I. Innovation and Tech Active ETF was a new Beacon Financial Planning position in Q1 2026.
iShares A.I. Innovation and Tech Active ETF made up 0.15% of Beacon Financial Planning's portfolio in Q1 2026, its #56 holding.
540 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.