CWP
BAI

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

Clark Wealth Partners’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 		$24.3K Hold
461
– – 0.01% 170
2026
Q1 		$15.2K Sell
461
-74
-14% -$2.54K 0.01% 216
2025
Q4 		$17.8K Hold
535
– – 0.01% 195
2025
Q3 		$17.8K Buy
+535
New +$16.9K 0.01% 195

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
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Clark Wealth Partners's BAI Position: Q2 2026 in Review

Clark Wealth Partners held its iShares A.I. Innovation and Tech Active ETF (BAI) position steady in Q2 2026 at 461 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #170.

Clark Wealth Partners first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Clark Wealth Partners held 461 shares of iShares A.I. Innovation and Tech Active ETF worth $24.3K as of Q2 2026.
  • Clark Wealth Partners left its iShares A.I. Innovation and Tech Active ETF share count unchanged in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #170 holding.
  • Clark Wealth Partners first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.