Carson Wealth (CWM LLC)
BAI

Carson Wealth (CWM LLC)’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Carson Wealth (CWM LLC)’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 		$185M Buy
5,610,905
+490,266
+10% +$16.8M 0.49% 35
2025
Q4 		$171M Buy
5,120,639
+270,474
+6% +$9.38M 0.46% 40
2025
Q3 		$166M Buy
4,850,165
+2,216,153
+84% +$69.9M 0.5% 42
2025
Q2 		$76M Buy
+2,634,012
New +$64.5M 0.27% 75

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 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

Carson Wealth (CWM LLC)'s BAI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 9.6% in Q1 2026, buying an estimated $16.8M and bringing the position to 5,610,905 shares worth $185M. The position accounts for 0.49% of the portfolio, ranked #35.

Carson Wealth (CWM LLC) first reported a position in BAI in Q2 2025 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,610,905 shares of iShares A.I. Innovation and Tech Active ETF worth $185M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 490,266 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $16.8M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.49% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #35 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.