CPG
BAI

Cornerstone Planning Group’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Cornerstone Planning Group’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 		$4.1M Sell
90,499
-1,775
-2% -$80.6K 0.52% 30
2026
Q1 		$4.13M Buy
92,274
+30,505
+49% +$1.05M 0.55% 28
2025
Q4 		$2.23M Buy
61,769
+6,271
+11% +$217K 0.35% 43
2025
Q3 		$2.05M Buy
55,498
+55,241
+21,495% +$1.74M 0.33% 43
2025
Q2 		$7.94K Buy
+257
New +$6.29K ﹤0.01% 613

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
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Planning Group's BAI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 1.9% in Q2 2026, selling an estimated $80.6K and leaving 90,499 shares worth $4.1M. The position accounts for 0.52% of the portfolio, ranked #30.

Cornerstone Planning Group first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.13M in Q1 2026. 437 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Cornerstone Planning Group held 90,499 shares of iShares A.I. Innovation and Tech Active ETF worth $4.1M as of Q2 2026.
  • Cornerstone Planning Group sold 1,775 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $80.6K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.52% of Cornerstone Planning Group's portfolio in Q2 2026, its #30 holding.
  • Cornerstone Planning Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's iShares A.I. Innovation and Tech Active ETF position peaked at $4.13M in Q1 2026.
  • 437 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.