CAG
BAI

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

Csenge Advisory 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
Q1 		$3.16M Buy
95,761
+2,911
+3% +$99.9K 0.14% 134
2025
Q4 		$3.09M Buy
92,850
+12,774
+16% +$443K 0.14% 140
2025
Q3 		$2.74M Buy
80,076
+48,282
+152% +$1.52M 0.13% 137
2025
Q2 		$823K Buy
+31,794
New +$778K 0.04% 308

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

Csenge Advisory Group's BAI Position: Q1 2026 in Review

Csenge Advisory Group increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 3.1% in Q1 2026, buying an estimated $99.9K and bringing the position to 95,761 shares worth $3.16M. The position accounts for 0.14% of the portfolio, ranked #134.

Csenge Advisory Group first reported a position in BAI in Q2 2025 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Csenge Advisory Group held 95,761 shares of iShares A.I. Innovation and Tech Active ETF worth $3.16M as of Q1 2026.
  • Csenge Advisory Group bought 2,911 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $99.9K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.14% of Csenge Advisory Group's portfolio in Q1 2026, its #134 holding.
  • Csenge Advisory Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.