Decker Retirement Planning
BAI icon

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
Q3 		– Sell
-831
Closed -$43.8K – 493
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Decker Retirement Planning's BAI Position: Q3 2026 in Review

Decker Retirement Planning sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026, closing a stake of 831 shares — an estimated $43.8K sold.

Decker Retirement Planning first reported a position in BAI in Q4 2025 and held it in 2 quarters. The position peaked at $43.8K in Q2 2026. 490 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Decker Retirement Planning reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 831 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $43.8K.
  • Decker Retirement Planning first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and held it in 2 quarters.
  • Decker Retirement Planning's iShares A.I. Innovation and Tech Active ETF position peaked at $43.8K in Q2 2026.
  • 490 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.