CIA
BAI

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

Concurrent Investment 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 		$20.9M Sell
397,268
-12,391
-3% -$563K 0.18% 117
2026
Q1 		$13.5M Buy
409,659
+189,524
+86% +$6.51M 0.15% 152
2025
Q4 		$7.33M Buy
220,135
+117,501
+114% +$4.07M 0.08% 253
2025
Q3 		$3.51M Buy
102,634
+85,837
+511% +$2.71M 0.06% 315
2025
Q2 		$485K Buy
+16,797
New +$411K 0.01% 863

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

Concurrent Investment Advisors's BAI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 3% in Q2 2026, selling an estimated $563K and leaving 397,268 shares worth $20.9M. The position accounts for 0.18% of the portfolio, ranked #117.

Concurrent Investment Advisors first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Concurrent Investment Advisors held 397,268 shares of iShares A.I. Innovation and Tech Active ETF worth $20.9M as of Q2 2026.
  • Concurrent Investment Advisors sold 12,391 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $563K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.18% of Concurrent Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Concurrent Investment Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.