B
BAI

Bensler’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Bensler’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 		$33.4M Buy
+632,671
New +$28.7M 2.95% 8
2026
Q1 		– Sell
-6,961
Closed -$232K – 206
2025
Q4 		$232K Buy
+6,961
New +$241K 0.02% 164

Other funds holding BAI

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
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
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Bensler's BAI Position: Q2 2026 in Review

Bensler opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 632,671 shares worth $33.4M. The stake represents 2.95% of the portfolio and ranks #8 among its holdings. This is a return to the name: Bensler previously reported a position in BAI as recently as Q4 2025.

Bensler first reported a position in BAI in Q4 2025 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Bensler held 632,671 shares of iShares A.I. Innovation and Tech Active ETF worth $33.4M as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Bensler position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 2.95% of Bensler's portfolio in Q2 2026, its #8 holding.
  • Bensler first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.