FAIM
BAI

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

Financial Advocates Investment Management’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
2025
Q3 		$871K Buy
25,502
+16,537
+184% +$522K 0.49% 54
2025
Q2 		$259K Buy
+8,965
New +$219K 0.02% 533

Other funds holding BAI

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Advocates Investment Management's BAI Position: Q3 2025 in Review

Financial Advocates Investment Management increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 184% in Q3 2025, buying an estimated $522K and bringing the position to 25,502 shares worth $871K. The position accounts for 0.49% of the portfolio, ranked #54.

Financial Advocates Investment Management first reported a position in BAI in Q2 2025 and has held it in 2 quarters since. 383 funds tracked by Wall St. Rank hold BAI as of Q3 2025.

  • Financial Advocates Investment Management held 25,502 shares of iShares A.I. Innovation and Tech Active ETF worth $871K as of Q3 2025.
  • Financial Advocates Investment Management bought 16,537 iShares A.I. Innovation and Tech Active ETF shares in Q3 2025, an estimated $522K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.49% of Financial Advocates Investment Management's portfolio in Q3 2025, its #54 holding.
  • Financial Advocates Investment Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 2 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.