FEM
BAI

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

Fulcrum Equity 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
Q2 		$457K Sell
8,661
-2,882
-25% -$131K 0.33% 71
2026
Q1 		$380K Buy
11,543
+168
+1% +$5.77K 0.37% 68
2025
Q4 		$379K Buy
11,375
+191
+2% +$6.62K 0.36% 64
2025
Q3 		$382K Buy
+11,184
New +$353K 0.39% 61

Other funds holding BAI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Fulcrum Equity Management's BAI Position: Q2 2026 in Review

Fulcrum Equity Management reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 25% in Q2 2026, selling an estimated $131K and leaving 8,661 shares worth $457K. The position accounts for 0.33% of the portfolio, ranked #71.

Fulcrum Equity Management first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Fulcrum Equity Management held 8,661 shares of iShares A.I. Innovation and Tech Active ETF worth $457K as of Q2 2026.
  • Fulcrum Equity Management sold 2,882 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $131K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.33% of Fulcrum Equity Management's portfolio in Q2 2026, its #71 holding.
  • Fulcrum Equity Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.