CA
BAI

Clearstead Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Clearstead Advisors’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 		$10K Buy
+190
New +$8.63K ﹤0.01% 1973
2025
Q3 		– Sell
-142
Closed -$4.1K – 3282
2025
Q2 		$4.1K Buy
+142
New +$3.48K ﹤0.01% 2171

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Clearstead Advisors's BAI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 190 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1973 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BAI as recently as Q2 2025.

Clearstead Advisors first reported a position in BAI in Q2 2025 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Clearstead Advisors held 190 shares of iShares A.I. Innovation and Tech Active ETF worth $10K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Clearstead Advisors position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1973 holding.
  • Clearstead Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.