ICP
BAI

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

Interchange Capital 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
Q2 		$1.48M Buy
+28,111
New +$1.28M 0.28% 83
2026
Q1 		– Sell
-35,278
Closed -$1.17M – 465
2025
Q4 		$1.17M Buy
35,278
+1,286
+4% +$44.6K 0.22% 100
2025
Q3 		$1.16M Buy
33,992
+16,866
+98% +$532K 0.23% 86
2025
Q2 		$492K Buy
+17,126
New +$419K 0.11% 153

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

Interchange Capital Partners's BAI Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 28,111 shares worth $1.48M. The stake represents 0.28% of the portfolio and ranks #83 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in BAI as recently as Q4 2025.

Interchange Capital Partners first reported a position in BAI in Q2 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Interchange Capital Partners held 28,111 shares of iShares A.I. Innovation and Tech Active ETF worth $1.48M as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Interchange Capital Partners position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.28% of Interchange Capital Partners's portfolio in Q2 2026, its #83 holding.
  • Interchange Capital 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.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.