Gries Financial’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Gries Financial’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
2025 Q3	$4.41M	Buy	+129,075	New	+$4.07M	0.7%	24

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Gries Financial's BAI Position: Q3 2025 in Review

Gries Financial opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2025: 129,075 shares worth $4.41M. The stake represents 0.7% of the portfolio and ranks #24 among its holdings.

385 funds tracked by Wall St. Rank hold BAI as of Q3 2025.

Gries Financial held 129,075 shares of iShares A.I. Innovation and Tech Active ETF worth $4.41M as of Q3 2025.
iShares A.I. Innovation and Tech Active ETF was a new Gries Financial position in Q3 2025.
iShares A.I. Innovation and Tech Active ETF made up 0.7% of Gries Financial's portfolio in Q3 2025, its #24 holding.
385 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.