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

Wavvest Wealth 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 Q3	$1.59M	Buy	+33,769	New	+$1.51M	1.29%	19

Other funds holding BAI

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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

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

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wavvest Wealth LLC's BAI Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 33,769 shares worth $1.59M. The stake represents 1.29% of the portfolio and ranks #19 among its holdings.

174 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

Wavvest Wealth LLC held 33,769 shares of iShares A.I. Innovation and Tech Active ETF worth $1.59M as of Q3 2026.
iShares A.I. Innovation and Tech Active ETF was a new Wavvest Wealth LLC position in Q3 2026.
iShares A.I. Innovation and Tech Active ETF made up 1.29% of Wavvest Wealth LLC's portfolio in Q3 2026, its #19 holding.
174 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.