Envestnet Portfolio Solutions
BAI

Envestnet Portfolio Solutions’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Envestnet Portfolio Solutions’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 		$244M Sell
4,637,181
-947,829
-17% -$43.1M 1.17% 16
2026
Q1 		$184M Buy
5,585,010
+64,545
+1% +$2.22M 1.02% 22
2025
Q4 		$184M Buy
5,520,465
+242,169
+5% +$8.4M 0.65% 37
2025
Q3 		$180M Buy
5,278,296
+3,089,073
+141% +$97.5M 0.66% 34
2025
Q2 		$63.2M Buy
+2,189,223
New +$53.6M 0.23% 64

Other funds holding BAI

PAS
Park Avenue Securities New York $16B AUM 26.77% 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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

Envestnet Portfolio Solutions's BAI Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 17% in Q2 2026, selling an estimated $43.1M and leaving 4,637,181 shares worth $244M. The position accounts for 1.17% of the portfolio, ranked #16.

Envestnet Portfolio Solutions first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Envestnet Portfolio Solutions held 4,637,181 shares of iShares A.I. Innovation and Tech Active ETF worth $244M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 947,829 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $43.1M.
  • iShares A.I. Innovation and Tech Active ETF made up 1.17% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #16 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.