Fortitude Family Office’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Fortitude Family Office’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 Q1	–	Sell	-114	Closed	-$3.8K	–	2107
2025 Q4	$3.8K	Buy	+114	New	+$3.95K	﹤0.01%	919

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAS

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

Fortitude Family Office's BAI Position: Q1 2026 in Review

Fortitude Family Office sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q1 2026, closing a stake of 114 shares — an estimated $3.8K sold.

Fortitude Family Office first reported a position in BAI in Q4 2025 and held it in 1 quarter. The position peaked at $3.8K in Q4 2025. 543 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

Fortitude Family Office reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q1 2026 after selling out during the quarter.
Fortitude Family Office sold 114 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $3.8K.
Fortitude Family Office first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and held it in 1 quarter.
Fortitude Family Office's iShares A.I. Innovation and Tech Active ETF position peaked at $3.8K in Q4 2025.
543 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.