Clear Creek Financial Management’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Clear Creek Financial 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
2026 Q2	$1.85M	Buy	35,076 +13,681	+64%	+$622K	0.12%	179
2026 Q1	$705K	Buy	21,395 +12,170	+132%	+$418K	0.05%	317
2025 Q4	$307K	Sell	9,225 -308	-3%	-$10.7K	0.03%	486
2025 Q3	$326K	Buy	+9,533	New	+$301K	0.03%	463

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Clear Creek Financial Management's BAI Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 64% in Q2 2026, buying an estimated $622K and bringing the position to 35,076 shares worth $1.85M. The position accounts for 0.12% of the portfolio, ranked #179.

Clear Creek Financial Management first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Clear Creek Financial Management held 35,076 shares of iShares A.I. Innovation and Tech Active ETF worth $1.85M as of Q2 2026.
Clear Creek Financial Management bought 13,681 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $622K.
iShares A.I. Innovation and Tech Active ETF made up 0.12% of Clear Creek Financial Management's portfolio in Q2 2026, its #179 holding.
Clear Creek Financial Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.