CI
BAI

CX Institutional’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

CX Institutional’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 		$3K Buy
+56
New +$2.54K ﹤0.01% 1440

Other funds holding BAI

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

CX Institutional's BAI Position: Q2 2026 in Review

CX Institutional opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 56 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings.

165 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • CX Institutional held 56 shares of iShares A.I. Innovation and Tech Active ETF worth $3K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new CX Institutional position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1440 holding.
  • 165 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.