BEI
BAI

Benjamin Edwards Inc’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Benjamin Edwards Inc’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 		$2.58M Buy
48,968
+3,178
+7% +$144K 0.02% 501
2026
Q1 		$1.51M Buy
45,790
+7,930
+21% +$272K 0.02% 627
2025
Q4 		$1.26M Buy
37,860
+3,268
+9% +$113K 0.01% 635
2025
Q3 		$1.18M Buy
34,592
+11,959
+53% +$377K 0.01% 626
2025
Q2 		$653K Buy
+22,633
New +$554K 0.01% 762

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

Benjamin Edwards Inc's BAI Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 6.9% in Q2 2026, buying an estimated $144K and bringing the position to 48,968 shares worth $2.58M. The position accounts for 0.02% of the portfolio, ranked #501.

Benjamin Edwards Inc first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Benjamin Edwards Inc held 48,968 shares of iShares A.I. Innovation and Tech Active ETF worth $2.58M as of Q2 2026.
  • Benjamin Edwards Inc bought 3,178 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $144K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #501 holding.
  • Benjamin Edwards Inc first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.