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

Ehrlich Financial Group’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	$4.59M	Buy	+87,103	New	+$3.96M	2.36%	11

Other funds holding BAI

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

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Ehrlich Financial Group's BAI Position: Q2 2026 in Review

Ehrlich Financial Group opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 87,103 shares worth $4.59M. The stake represents 2.36% of the portfolio and ranks #11 among its holdings.

224 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Ehrlich Financial Group held 87,103 shares of iShares A.I. Innovation and Tech Active ETF worth $4.59M as of Q2 2026.
iShares A.I. Innovation and Tech Active ETF was a new Ehrlich Financial Group position in Q2 2026.
iShares A.I. Innovation and Tech Active ETF made up 2.36% of Ehrlich Financial Group's portfolio in Q2 2026, its #11 holding.
224 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.