Guardian Wealth Advisors (North Carolina)’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-1,100	Closed	-$36.2K	–	629
2026 Q1	$36.2K	Buy	+1,100	New	+$37.8K	﹤0.01%	457
2025 Q3	–	Sell	-210	Closed	-$6.06K	–	574
2025 Q2	$6.06K	Buy	210 +177	+536%	+$4.33K	﹤0.01%	502
2025 Q1	$722	Buy	+33	New	+$871	﹤0.01%	515

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s BAI Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026, closing a stake of 1,100 shares — an estimated $36.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BAI in Q1 2025 and held it in 3 quarters. The position peaked at $36.2K in Q1 2026. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,100 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $36.2K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2025 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares A.I. Innovation and Tech Active ETF position peaked at $36.2K in Q1 2026.
660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.