FLA
BAI

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

Financial Life 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
Q2 		$7.39M Buy
140,257
+97,115
+225% +$4.41M 2.1% 13
2026
Q1 		$1.42M Buy
+43,142
New +$1.48M 0.44% 25

Other funds holding BAI

PAS
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Financial Life Advisors's BAI Position: Q2 2026 in Review

Financial Life Advisors increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 225% in Q2 2026, buying an estimated $4.41M and bringing the position to 140,257 shares worth $7.39M. The position accounts for 2.1% of the portfolio, ranked #13.

Financial Life Advisors first reported a position in BAI in Q1 2026 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Financial Life Advisors held 140,257 shares of iShares A.I. Innovation and Tech Active ETF worth $7.39M as of Q2 2026.
  • Financial Life Advisors bought 97,115 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $4.41M.
  • iShares A.I. Innovation and Tech Active ETF made up 2.1% of Financial Life Advisors's portfolio in Q2 2026, its #13 holding.
  • Financial Life Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.