Shah Wealth Advisors, LLC’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Shah Wealth Advisors, LLC’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	$20.6M	Buy	+391,169	New	+$17.8M	4.76%	7

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Shah Wealth Advisors, LLC's BAI Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 391,169 shares worth $20.6M. The stake represents 4.76% of the portfolio and ranks #7 among its holdings.

460 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Shah Wealth Advisors, LLC held 391,169 shares of iShares A.I. Innovation and Tech Active ETF worth $20.6M as of Q2 2026.
iShares A.I. Innovation and Tech Active ETF was a new Shah Wealth Advisors, LLC position in Q2 2026.
iShares A.I. Innovation and Tech Active ETF made up 4.76% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #7 holding.
460 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.