FIM
BAI

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

Freedom Investment Management’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 		$296K Sell
8,983
-2,115
-19% -$72.6K 0.09% 77
2025
Q4 		$370K Sell
11,098
-4,309
-28% -$149K 0.11% 70
2025
Q3 		$526K Buy
+15,407
New +$486K 0.14% 71

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Freedom Investment Management's BAI Position: Q1 2026 in Review

Freedom Investment Management reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 19% in Q1 2026, selling an estimated $72.6K and leaving 8,983 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #77.

Freedom Investment Management first reported a position in BAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $526K in Q3 2025. 540 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Freedom Investment Management held 8,983 shares of iShares A.I. Innovation and Tech Active ETF worth $296K as of Q1 2026.
  • Freedom Investment Management sold 2,115 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $72.6K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.09% of Freedom Investment Management's portfolio in Q1 2026, its #77 holding.
  • Freedom Investment Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Freedom Investment Management's iShares A.I. Innovation and Tech Active ETF position peaked at $526K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.