IIA
BAI icon

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

IPG Investment 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 		$665K Buy
12,612
+462
+4% +$21K 0.1% 146
2026
Q1 		$400K Buy
12,150
+1,000
+9% +$34.3K 0.07% 154
2025
Q4 		$371K Hold
11,150
– – 0.07% 155
2025
Q3 		$381K Buy
11,150
+2,900
+35% +$91.5K 0.07% 149
2025
Q2 		$238K Buy
+8,250
New +$202K 0.05% 155

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

IPG Investment Advisors's BAI Position: Q2 2026 in Review

IPG Investment Advisors increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 3.8% in Q2 2026, buying an estimated $21K and bringing the position to 12,612 shares worth $665K. The position accounts for 0.1% of the portfolio, ranked #146.

IPG Investment Advisors first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • IPG Investment Advisors held 12,612 shares of iShares A.I. Innovation and Tech Active ETF worth $665K as of Q2 2026.
  • IPG Investment Advisors bought 462 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $21K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.1% of IPG Investment Advisors's portfolio in Q2 2026, its #146 holding.
  • IPG Investment 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.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.