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

Cardinal Strategic Wealth Guidance’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	$13.8M	Sell	261,414 -24,730	-9%	-$1.12M	3.12%	8
2026 Q1	$9.43M	Buy	286,144 +43,082	+18%	+$1.48M	2.49%	11
2025 Q4	$8.09M	Buy	243,062 +136,335	+128%	+$4.73M	2.12%	11
2025 Q3	$3.65M	Sell	106,727 -305	-0.3%	-$9.62K	0.98%	17
2025 Q2	$3.09M	Buy	+107,032	New	+$2.62M	0.89%	18

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cardinal Strategic Wealth Guidance's BAI Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 8.6% in Q2 2026, selling an estimated $1.12M and leaving 261,414 shares worth $13.8M. The position accounts for 3.12% of the portfolio, ranked #8.

Cardinal Strategic Wealth Guidance first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Cardinal Strategic Wealth Guidance held 261,414 shares of iShares A.I. Innovation and Tech Active ETF worth $13.8M as of Q2 2026.
Cardinal Strategic Wealth Guidance sold 24,730 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $1.12M.
iShares A.I. Innovation and Tech Active ETF made up 3.12% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #8 holding.
Cardinal Strategic Wealth Guidance first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.