Fifth Third Wealth Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Fifth Third Wealth 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	$10.5M	Buy	222,224 +2,350	+1%	+$105K	0.28%	65
2026 Q2	$11.6M	Buy	219,874 +4,282	+2%	+$195K	0.32%	57
2026 Q1	$7.1M	Buy	215,592 +44,166	+26%	+$1.52M	0.24%	76
2025 Q4	$5.71M	Buy	171,426 +159,479	+1,335%	+$5.53M	0.2%	87
2025 Q3	$408K	Buy	+11,947	New	+$377K	0.02%	447

Other funds holding BAI

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 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

Fifth Third Wealth Advisors's BAI Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 1.1% in Q3 2026, buying an estimated $105K and bringing the position to 222,224 shares worth $10.5M. The position accounts for 0.28% of the portfolio, ranked #65.

Fifth Third Wealth Advisors first reported a position in BAI in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.6M in Q2 2026. 191 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

Fifth Third Wealth Advisors held 222,224 shares of iShares A.I. Innovation and Tech Active ETF worth $10.5M as of Q3 2026.
Fifth Third Wealth Advisors bought 2,350 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $105K.
iShares A.I. Innovation and Tech Active ETF made up 0.28% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #65 holding.
Fifth Third Wealth Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 5 quarters since.
Fifth Third Wealth Advisors's iShares A.I. Innovation and Tech Active ETF position peaked at $11.6M in Q2 2026.
191 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.