BPI
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BFC Planning, Inc.’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

BFC Planning, Inc.’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 		$646K Sell
12,246
-2,191
-15% -$100K 0.03% 526
2026
Q1 		$476K Buy
14,437
+357
+3% +$12.3K 0.02% 584
2025
Q4 		$469K Buy
14,080
+274
+2% +$9.5K 0.02% 568
2025
Q3 		$472K Buy
13,806
+7,436
+117% +$235K 0.03% 401
2025
Q2 		$184K Buy
+6,370
New +$156K 0.01% 667

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

BFC Planning, Inc.'s BAI Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 15% in Q2 2026, selling an estimated $100K and leaving 12,246 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #526.

BFC Planning, Inc. first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 666 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • BFC Planning, Inc. held 12,246 shares of iShares A.I. Innovation and Tech Active ETF worth $646K as of Q2 2026.
  • BFC Planning, Inc. sold 2,191 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $100K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #526 holding.
  • BFC Planning, Inc. first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 666 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.