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

Financial Management Professionals’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	$381K	Buy	7,231 +1,557	+27%	+$70.7K	0.04%	137
2026 Q1	$187K	Hold	5,674	–	–	0.02%	154
2025 Q4	$189K	Buy	5,674 +292	+5%	+$10.1K	0.02%	156
2025 Q3	$184K	Buy	5,382 +4,425	+462%	+$140K	0.02%	159
2025 Q2	$27.6K	Sell	957 -4,079	-81%	-$99.8K	﹤0.01%	356
2025 Q1	$110K	Buy	+5,036	New	+$133K	0.01%	179

Other funds holding BAI

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Financial Management Professionals's BAI Position: Q2 2026 in Review

Financial Management Professionals increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 27% in Q2 2026, buying an estimated $70.7K and bringing the position to 7,231 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #137.

Financial Management Professionals first reported a position in BAI in Q1 2025 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Financial Management Professionals held 7,231 shares of iShares A.I. Innovation and Tech Active ETF worth $381K as of Q2 2026.
Financial Management Professionals bought 1,557 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $70.7K.
iShares A.I. Innovation and Tech Active ETF made up 0.04% of Financial Management Professionals's portfolio in Q2 2026, its #137 holding.
Financial Management Professionals first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2025 and has held it in 6 quarters since.
224 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.