CTC
BAI

Central Trust Company’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Central Trust Company’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 		$34.1K Buy
647
+622
+2,488% +$28.3K ﹤0.01% 957
2026
Q1 		$824 Buy
25
+17
+213% +$584 ﹤0.01% 1441
2025
Q4 		$267 Buy
+8
New +$277 ﹤0.01% 1491

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

Central Trust Company's BAI Position: Q2 2026 in Review

Central Trust Company increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 2,488% in Q2 2026, buying an estimated $28.3K and bringing the position to 647 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Central Trust Company first reported a position in BAI in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Central Trust Company held 647 shares of iShares A.I. Innovation and Tech Active ETF worth $34.1K as of Q2 2026.
  • Central Trust Company bought 622 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $28.3K.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #957 holding.
  • Central Trust Company first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.