FFWA
BAI

Forthright Family Wealth Advisory’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Forthright Family Wealth Advisory’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 		$331K Buy
+6,287
New +$286K 0.19% 40

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

Forthright Family Wealth Advisory's BAI Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 6,287 shares worth $331K. The stake represents 0.19% of the portfolio and ranks #40 among its holdings.

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

  • Forthright Family Wealth Advisory held 6,287 shares of iShares A.I. Innovation and Tech Active ETF worth $331K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Forthright Family Wealth Advisory position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.19% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #40 holding.
  • 321 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.