BHWM
BAI

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

Beaird Harris 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 		$59.1K Buy
+1,120
New +$50.9K ﹤0.01% 247

Other funds holding BAI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SW
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
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Beaird Harris Wealth Management's BAI Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 1,120 shares worth $59.1K. The stake represents ﹤0.01% of the portfolio and ranks #247 among its holdings.

123 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Beaird Harris Wealth Management held 1,120 shares of iShares A.I. Innovation and Tech Active ETF worth $59.1K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Beaird Harris Wealth Management position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #247 holding.
  • 123 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.