Blue Zone Wealth Advisors
BAI icon

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
Q3 		$201K Sell
4,250
-750
-15% -$33.6K 0.03% 126
2026
Q2 		$264K Buy
+5,000
New +$227K 0.05% 108

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Blue Zone Wealth Advisors's BAI Position: Q3 2026 in Review

Blue Zone Wealth Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 15% in Q3 2026, selling an estimated $33.6K and leaving 4,250 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #126.

Blue Zone Wealth Advisors first reported a position in BAI in Q2 2026 and has held it in 2 quarters since. The position peaked at $264K in Q2 2026. 622 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Blue Zone Wealth Advisors held 4,250 shares of iShares A.I. Innovation and Tech Active ETF worth $201K as of Q3 2026.
  • Blue Zone Wealth Advisors sold 750 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $33.6K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.03% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #126 holding.
  • Blue Zone Wealth Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2026 and has held it in 2 quarters since.
  • Blue Zone Wealth Advisors's iShares A.I. Innovation and Tech Active ETF position peaked at $264K in Q2 2026.
  • 622 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.