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
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 $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

Creative Planning's BAI Position: Q1 2026 in Review

Creative Planning increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 74% in Q1 2026, buying an estimated $349K and bringing the position to 23,923 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #2654.

Creative Planning first reported a position in BAI in Q3 2025 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Creative Planning held 23,923 shares of iShares A.I. Innovation and Tech Active ETF worth $788K as of Q1 2026.
  • Creative Planning bought 10,164 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $349K.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2654 holding.
  • Creative Planning first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.