Gilbert Capital Group’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Gilbert Capital Group’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	$3.52M	Buy	+66,769	New	+$3.03M	2.47%	14

Other funds holding BAI

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Gilbert Capital Group's BAI Position: Q2 2026 in Review

Gilbert Capital Group opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 66,769 shares worth $3.52M. The stake represents 2.47% of the portfolio and ranks #14 among its holdings.

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

Gilbert Capital Group held 66,769 shares of iShares A.I. Innovation and Tech Active ETF worth $3.52M as of Q2 2026.
iShares A.I. Innovation and Tech Active ETF was a new Gilbert Capital Group position in Q2 2026.
iShares A.I. Innovation and Tech Active ETF made up 2.47% of Gilbert Capital Group's portfolio in Q2 2026, its #14 holding.
123 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.