CA
BAI

Continuum Advisory’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Continuum Advisory’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
Q1 		$237K Buy
7,197
+525
+8% +$18K 0.02% 409
2025
Q4 		$222K Buy
+6,672
New +$231K 0.02% 426

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Continuum Advisory's BAI Position: Q1 2026 in Review

Continuum Advisory increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 7.9% in Q1 2026, buying an estimated $18K and bringing the position to 7,197 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #409.

Continuum Advisory first reported a position in BAI in Q4 2025 and has held it in 2 quarters since. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Continuum Advisory held 7,197 shares of iShares A.I. Innovation and Tech Active ETF worth $237K as of Q1 2026.
  • Continuum Advisory bought 525 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $18K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.02% of Continuum Advisory's portfolio in Q1 2026, its #409 holding.
  • Continuum Advisory first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.