HIA
BAI

Harbor Investment Advisory’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Harbor Investment Advisory’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 		$472K Buy
8,962
+5,426
+153% +$246K 0.03% 304
2026
Q1 		$117K Buy
3,536
+1,800
+104% +$61.8K 0.01% 483
2025
Q4 		$57.8K Buy
1,736
+55
+3% +$1.91K ﹤0.01% 632
2025
Q3 		$57.4K Buy
1,681
+794
+90% +$25K ﹤0.01% 615
2025
Q2 		$25.6K Buy
+887
New +$21.7K ﹤0.01% 746

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
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Harbor Investment Advisory's BAI Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 153% in Q2 2026, buying an estimated $246K and bringing the position to 8,962 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #304.

Harbor Investment Advisory first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 461 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Harbor Investment Advisory held 8,962 shares of iShares A.I. Innovation and Tech Active ETF worth $472K as of Q2 2026.
  • Harbor Investment Advisory bought 5,426 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $246K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.03% of Harbor Investment Advisory's portfolio in Q2 2026, its #304 holding.
  • Harbor Investment Advisory first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 461 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.