FFA
BAI

Farther Finance Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Farther Finance Advisors’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 		$14.6M Sell
310,029
-6,166
-2% -$276K 0.1% 170
2026
Q2 		$16.7M Sell
316,195
-43,303
-12% -$1.97M 0.13% 138
2026
Q1 		$12.2M Buy
359,498
+37,122
+12% +$1.27M 0.12% 156
2025
Q4 		$10.7M Buy
322,376
+120,575
+60% +$4.18M 0.12% 158
2025
Q3 		$6.89M Buy
201,801
+129,614
+180% +$4.09M 0.1% 168
2025
Q2 		$2.08M Buy
+72,187
New +$1.77M 0.04% 356

Other funds holding BAI

AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Farther Finance Advisors's BAI Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 2% in Q3 2026, selling an estimated $276K and leaving 310,029 shares worth $14.6M. The position accounts for 0.1% of the portfolio, ranked #170.

Farther Finance Advisors first reported a position in BAI in Q2 2025 and has held it in 6 quarters since. The position peaked at $16.7M in Q2 2026. 15 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Farther Finance Advisors held 310,029 shares of iShares A.I. Innovation and Tech Active ETF worth $14.6M as of Q3 2026.
  • Farther Finance Advisors sold 6,166 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $276K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.1% of Farther Finance Advisors's portfolio in Q3 2026, its #170 holding.
  • Farther Finance Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's iShares A.I. Innovation and Tech Active ETF position peaked at $16.7M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.