CWM
BAI

Crowley Wealth Management’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Crowley Wealth Management’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
Q4 		– Sell
-7,295
Closed -$249K – 390
2025
Q3 		$249K Buy
7,295
+2,595
+55% +$81.9K 0.2% 69
2025
Q2 		$136K Buy
4,700
+2,400
+104% +$58.7K 0.12% 93
2025
Q1 		$50.3K Buy
+2,300
New +$60.7K 0.05% 139

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Crowley Wealth Management's BAI Position: Q4 2025 in Review

Crowley Wealth Management sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q4 2025, closing a stake of 7,295 shares — an estimated $249K sold.

Crowley Wealth Management first reported a position in BAI in Q1 2025 and held it in 3 quarters. The position peaked at $249K in Q3 2025. 508 funds tracked by Wall St. Rank hold BAI as of Q4 2025.

  • Crowley Wealth Management reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 7,295 iShares A.I. Innovation and Tech Active ETF shares in Q4 2025, an estimated $249K.
  • Crowley Wealth Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2025 and held it in 3 quarters.
  • Crowley Wealth Management's iShares A.I. Innovation and Tech Active ETF position peaked at $249K in Q3 2025.
  • 508 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.