Downshift Financial’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Downshift Financial’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	$378	Buy	+8	New	+$358	﹤0.01%	636

Other funds holding BAI

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Downshift Financial's BAI Position: Q3 2026 in Review

Downshift Financial opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 8 shares worth $378. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings.

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

Downshift Financial held 8 shares of iShares A.I. Innovation and Tech Active ETF worth $378 as of Q3 2026.
iShares A.I. Innovation and Tech Active ETF was a new Downshift Financial position in Q3 2026.
iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #636 holding.
165 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.