IA
BAI

IFP Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

IFP Advisors’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 		$1.89M Sell
35,826
-52,278
-59% -$2.37M 0.03% 503
2026
Q1 		$2.9M Sell
88,104
-5,126
-5% -$176K 0.06% 349
2025
Q4 		$3.1M Buy
93,230
+13,004
+16% +$451K 0.07% 309
2025
Q3 		$2.74M Buy
80,226
+55,272
+221% +$1.74M 0.07% 303
2025
Q2 		$720K Buy
+24,954
New +$611K 0.02% 699

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

IFP Advisors's BAI Position: Q2 2026 in Review

IFP Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 59% in Q2 2026, selling an estimated $2.37M and leaving 35,826 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #503.

IFP Advisors first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.1M in Q4 2025. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • IFP Advisors held 35,826 shares of iShares A.I. Innovation and Tech Active ETF worth $1.89M as of Q2 2026.
  • IFP Advisors sold 52,278 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $2.37M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #503 holding.
  • IFP Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's iShares A.I. Innovation and Tech Active ETF position peaked at $3.1M in Q4 2025.
  • 660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.