DRP
BAI

Decker Retirement Planning’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Decker Retirement 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
Q2 		$43.8K Buy
+831
New +$37.8K 0.01% 124
2026
Q1 		– Sell
-134
Closed -$4.48K – 318
2025
Q4 		$4.48K Buy
+134
New +$4.64K ﹤0.01% 193

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Decker Retirement Planning's BAI Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 831 shares worth $43.8K. The stake represents 0.01% of the portfolio and ranks #124 among its holdings. This is a return to the name: Decker Retirement Planning previously reported a position in BAI as recently as Q4 2025.

Decker Retirement Planning first reported a position in BAI in Q4 2025 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Decker Retirement Planning held 831 shares of iShares A.I. Innovation and Tech Active ETF worth $43.8K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Decker Retirement Planning position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #124 holding.
  • Decker Retirement Planning first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.