Copperleaf Capital’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Copperleaf Capital’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
2025 Q3	$1.06M	Buy	+31,064	New	+$980K	0.51%	50

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Copperleaf Capital's BAI Position: Q3 2025 in Review

Copperleaf Capital opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2025: 31,064 shares worth $1.06M. The stake represents 0.51% of the portfolio and ranks #50 among its holdings.

383 funds tracked by Wall St. Rank hold BAI as of Q3 2025.

Copperleaf Capital held 31,064 shares of iShares A.I. Innovation and Tech Active ETF worth $1.06M as of Q3 2025.
iShares A.I. Innovation and Tech Active ETF was a new Copperleaf Capital position in Q3 2025.
iShares A.I. Innovation and Tech Active ETF made up 0.51% of Copperleaf Capital's portfolio in Q3 2025, its #50 holding.
383 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.