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

BXM Wealth’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	$1.08M	Buy	+22,850	New	+$1.02M	0.58%	37

Other funds holding BAI

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

BXM Wealth's BAI Position: Q3 2026 in Review

BXM Wealth opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 22,850 shares worth $1.08M. The stake represents 0.58% of the portfolio and ranks #37 among its holdings.

376 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

BXM Wealth held 22,850 shares of iShares A.I. Innovation and Tech Active ETF worth $1.08M as of Q3 2026.
iShares A.I. Innovation and Tech Active ETF was a new BXM Wealth position in Q3 2026.
iShares A.I. Innovation and Tech Active ETF made up 0.58% of BXM Wealth's portfolio in Q3 2026, its #37 holding.
376 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on BXM Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.