BIG
BAI

Bush Investment Group’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Bush Investment Group’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
Q1 		$8.49M Buy
257,512
+14,183
+6% +$487K 4.64% 5
2025
Q4 		$8.1M Buy
243,329
+8,423
+4% +$292K 4.53% 5
2025
Q3 		$8.02M Buy
234,906
+148,928
+173% +$4.7M 4.75% 5
2025
Q2 		$2.48M Buy
+85,978
New +$2.1M 1.67% 16

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 $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Bush Investment Group's BAI Position: Q1 2026 in Review

Bush Investment Group increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 5.8% in Q1 2026, buying an estimated $487K and bringing the position to 257,512 shares worth $8.49M. The position accounts for 4.64% of the portfolio, ranked #5.

Bush Investment Group first reported a position in BAI in Q2 2025 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Bush Investment Group held 257,512 shares of iShares A.I. Innovation and Tech Active ETF worth $8.49M as of Q1 2026.
  • Bush Investment Group bought 14,183 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $487K.
  • iShares A.I. Innovation and Tech Active ETF made up 4.64% of Bush Investment Group's portfolio in Q1 2026, its #5 holding.
  • Bush Investment Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 540 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.