BBA
BAI

Braun-Bostich & Associates’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Braun-Bostich & Associates’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 		$3.87M Sell
73,453
-20,128
-22% -$914K 2.16% 13
2026
Q1 		$3.08M Buy
93,581
+7,037
+8% +$242K 1.93% 15
2025
Q4 		$2.88M Buy
86,544
+5,503
+7% +$191K 1.78% 17
2025
Q3 		$2.77M Buy
+81,041
New +$2.56M 1.74% 18

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
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

Braun-Bostich & Associates's BAI Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 22% in Q2 2026, selling an estimated $914K and leaving 73,453 shares worth $3.87M. The position accounts for 2.16% of the portfolio, ranked #13.

Braun-Bostich & Associates first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 661 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Braun-Bostich & Associates held 73,453 shares of iShares A.I. Innovation and Tech Active ETF worth $3.87M as of Q2 2026.
  • Braun-Bostich & Associates sold 20,128 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $914K.
  • iShares A.I. Innovation and Tech Active ETF made up 2.16% of Braun-Bostich & Associates's portfolio in Q2 2026, its #13 holding.
  • Braun-Bostich & Associates first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 661 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.