Blue Zone Wealth Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Blue Zone Wealth Advisors’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	$264K	Buy	+5,000	New	+$227K	0.05%	108

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Blue Zone Wealth Advisors's BAI Position: Q2 2026 in Review

Blue Zone Wealth Advisors opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 5,000 shares worth $264K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings.

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

Blue Zone Wealth Advisors held 5,000 shares of iShares A.I. Innovation and Tech Active ETF worth $264K as of Q2 2026.
iShares A.I. Innovation and Tech Active ETF was a new Blue Zone Wealth Advisors position in Q2 2026.
iShares A.I. Innovation and Tech Active ETF made up 0.05% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #108 holding.
663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.