Creative Planning
BAI

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

Creative Planning’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 		$1.78M Buy
33,849
+9,926
+41% +$451K ﹤0.01% 2184
2026
Q1 		$788K Buy
23,923
+10,164
+74% +$349K ﹤0.01% 2654
2025
Q4 		$458K Buy
13,759
+3,891
+39% +$135K ﹤0.01% 2922
2025
Q3 		$337K Buy
+9,868
New +$311K ﹤0.01% 3051

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

Creative Planning's BAI Position: Q2 2026 in Review

Creative Planning increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 41% in Q2 2026, buying an estimated $451K and bringing the position to 33,849 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Creative Planning first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Creative Planning held 33,849 shares of iShares A.I. Innovation and Tech Active ETF worth $1.78M as of Q2 2026.
  • Creative Planning bought 9,926 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $451K.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2184 holding.
  • Creative Planning first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.