GSEP
BAI

Golden State Equity Partners’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Golden State Equity 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
Q1 		$163K Sell
4,958
-4,367
-47% -$150K 0.01% 655
2025
Q4 		$311K Buy
+9,325
New +$323K 0.05% 386

Other funds holding BAI

Envestnet Asset Management
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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 $5.49B AUM 19.47% 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

Golden State Equity Partners's BAI Position: Q1 2026 in Review

Golden State Equity Partners reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 47% in Q1 2026, selling an estimated $150K and leaving 4,958 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #655.

Golden State Equity Partners first reported a position in BAI in Q4 2025 and has held it in 2 quarters since. The position peaked at $311K in Q4 2025. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Golden State Equity Partners held 4,958 shares of iShares A.I. Innovation and Tech Active ETF worth $163K as of Q1 2026.
  • Golden State Equity Partners sold 4,367 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $150K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #655 holding.
  • Golden State Equity Partners first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 2 quarters since.
  • Golden State Equity Partners's iShares A.I. Innovation and Tech Active ETF position peaked at $311K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.