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

Diversify Advisory Services’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	$8.85M	Buy	+210,977	New	+$9.58M	0.15%	148
2026 Q1	–	Sell	-55,892	Closed	-$1.95M	–	904
2025 Q4	$1.95M	Buy	55,892 +20,065	+56%	+$696K	0.06%	231
2025 Q3	$1.34M	Buy	35,827 +27,154	+313%	+$857K	0.05%	291
2025 Q2	$280K	Buy	+8,673	New	+$212K	0.01%	700

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Diversify Advisory Services's BAI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 210,977 shares worth $8.85M. The stake represents 0.15% of the portfolio and ranks #148 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in BAI as recently as Q4 2025.

Diversify Advisory Services first reported a position in BAI in Q2 2025 and has held it in 4 quarters since. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Diversify Advisory Services held 210,977 shares of iShares A.I. Innovation and Tech Active ETF worth $8.85M as of Q2 2026.
iShares A.I. Innovation and Tech Active ETF was a new Diversify Advisory Services position in Q2 2026.
iShares A.I. Innovation and Tech Active ETF made up 0.15% of Diversify Advisory Services's portfolio in Q2 2026, its #148 holding.
Diversify Advisory Services first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 4 quarters since.
660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.