CWM
BAI

Certus Wealth Management’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Certus Wealth Management’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
2025
Q3 		$2.92M Buy
85,374
+34,476
+68% +$1.09M 1.75% 18
2025
Q2 		$1.47M Buy
+50,898
New +$1.25M 0.95% 27

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Certus Wealth Management's BAI Position: Q3 2025 in Review

Certus Wealth Management increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 68% in Q3 2025, buying an estimated $1.09M and bringing the position to 85,374 shares worth $2.92M. The position accounts for 1.75% of the portfolio, ranked #18.

Certus Wealth Management first reported a position in BAI in Q2 2025 and has held it in 2 quarters since. 383 funds tracked by Wall St. Rank hold BAI as of Q3 2025.

  • Certus Wealth Management held 85,374 shares of iShares A.I. Innovation and Tech Active ETF worth $2.92M as of Q3 2025.
  • Certus Wealth Management bought 34,476 iShares A.I. Innovation and Tech Active ETF shares in Q3 2025, an estimated $1.09M.
  • iShares A.I. Innovation and Tech Active ETF made up 1.75% of Certus Wealth Management's portfolio in Q3 2025, its #18 holding.
  • Certus Wealth Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 2 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.