BZWA
BAI

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

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

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.

123 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.
  • 123 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.