D.A. Davidson & Co’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

D.A. Davidson & Co’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 Q3	$433K	Buy	+9,176	New	+$411K	﹤0.01%	1255

Other funds holding BAI

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

D.A. Davidson & Co's BAI Position: Q3 2026 in Review

D.A. Davidson & Co opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 9,176 shares worth $433K. The stake represents ﹤0.01% of the portfolio and ranks #1255 among its holdings.

273 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

D.A. Davidson & Co held 9,176 shares of iShares A.I. Innovation and Tech Active ETF worth $433K as of Q3 2026.
iShares A.I. Innovation and Tech Active ETF was a new D.A. Davidson & Co position in Q3 2026.
iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #1255 holding.
273 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.