GRP
BAI

Global Retirement Partners’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Global Retirement Partners’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 		$20.4M Buy
+387,287
New +$17.6M 0.31% 64
2025
Q4 		$8.94M Buy
268,415
+102,251
+62% +$3.54M 0.16% 124
2025
Q3 		$5.68M Buy
166,164
+114,401
+221% +$3.61M 0.13% 147
2025
Q2 		$1.49M Buy
+51,763
New +$1.27M 0.04% 402

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Global Retirement Partners's BAI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 387,287 shares worth $20.4M. The stake represents 0.31% of the portfolio and ranks #64 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BAI as recently as Q4 2025.

Global Retirement Partners first reported a position in BAI in Q2 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Global Retirement Partners held 387,287 shares of iShares A.I. Innovation and Tech Active ETF worth $20.4M as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.31% of Global Retirement Partners's portfolio in Q2 2026, its #64 holding.
  • Global Retirement Partners first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.