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

BFSG LLC’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	$1.46K	Buy	+31	New	+$1.39K	﹤0.01%	800

Other funds holding BAI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

BFSG LLC's BAI Position: Q3 2026 in Review

BFSG LLC opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 31 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #800 among its holdings.

477 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

BFSG LLC held 31 shares of iShares A.I. Innovation and Tech Active ETF worth $1.46K as of Q3 2026.
iShares A.I. Innovation and Tech Active ETF was a new BFSG LLC position in Q3 2026.
iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #800 holding.
477 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.