IP
BAI

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

Integras 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 		$4.59M Sell
139,319
-4,794
-3% -$165K 3.02% 6
2025
Q4 		$4.8M Sell
144,113
-4,398
-3% -$152K 3.88% 3
2025
Q3 		$5.07M Buy
148,511
+67,499
+83% +$2.13M 4.1% 3
2025
Q2 		$2.34M Buy
+81,012
New +$1.98M 2.35% 25

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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 $12.8B AUM 19.38% 1-Year Est. Return

Integras Partners's BAI Position: Q1 2026 in Review

Integras Partners reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 3.3% in Q1 2026, selling an estimated $165K and leaving 139,319 shares worth $4.59M. The position accounts for 3.02% of the portfolio, ranked #6.

Integras Partners first reported a position in BAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.07M in Q3 2025. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Integras Partners held 139,319 shares of iShares A.I. Innovation and Tech Active ETF worth $4.59M as of Q1 2026.
  • Integras Partners sold 4,794 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $165K.
  • iShares A.I. Innovation and Tech Active ETF made up 3.02% of Integras Partners's portfolio in Q1 2026, its #6 holding.
  • Integras Partners first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 4 quarters since.
  • Integras Partners's iShares A.I. Innovation and Tech Active ETF position peaked at $5.07M in Q3 2025.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Integras Partners's 13F filing for Q1 2026, filed 12 May 2026.