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

Clearstead Trust’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 Q3	$4.58K	Buy	+97	New	+$4.34K	﹤0.01%	833

Other funds holding BAI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Clearstead Trust's BAI Position: Q3 2026 in Review

Clearstead Trust opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 97 shares worth $4.58K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings.

622 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

Clearstead Trust held 97 shares of iShares A.I. Innovation and Tech Active ETF worth $4.58K as of Q3 2026.
iShares A.I. Innovation and Tech Active ETF was a new Clearstead Trust position in Q3 2026.
iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #833 holding.
622 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.