CSPIA
BAI

Cary Street Partners Investment Advisory’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Cary Street Partners Investment Advisory’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 		$785K Buy
14,881
+1,617
+12% +$73.5K 0.16% 141
2026
Q1 		$437K Buy
13,264
+46
+0.3% +$1.58K 0.11% 199
2025
Q4 		$440K Buy
13,218
+4,249
+47% +$147K 0.12% 182
2025
Q3 		$306K Buy
+8,969
New +$283K 0.13% 176

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 $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Cary Street Partners Investment Advisory's BAI Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 12% in Q2 2026, buying an estimated $73.5K and bringing the position to 14,881 shares worth $785K. The position accounts for 0.16% of the portfolio, ranked #141.

Cary Street Partners Investment Advisory first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Cary Street Partners Investment Advisory held 14,881 shares of iShares A.I. Innovation and Tech Active ETF worth $785K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 1,617 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $73.5K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.16% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #141 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.