CWMK
BAI

Caliber Wealth Management (Kansas)’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Caliber Wealth Management (Kansas)’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 		$953K Buy
18,073
+2,400
+15% +$109K 0.09% 141
2026
Q1 		$516K Buy
15,673
+2,971
+23% +$102K 0.06% 168
2025
Q4 		$423K Buy
12,702
+997
+9% +$34.6K 0.05% 187
2025
Q3 		$400K Buy
+11,705
New +$369K 0.04% 190

Other funds holding BAI

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s BAI Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 15% in Q2 2026, buying an estimated $109K and bringing the position to 18,073 shares worth $953K. The position accounts for 0.09% of the portfolio, ranked #141.

Caliber Wealth Management (Kansas) first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 18,073 shares of iShares A.I. Innovation and Tech Active ETF worth $953K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 2,400 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $109K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.09% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #141 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.