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BAI

MLG Wealth Management DBA Pine Grove Financial Group’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$10.3M Buy
+309,850
New +$10.7M 1.24% 26

Other funds holding BAI

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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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's BAI Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q4 2025: 309,850 shares worth $10.3M. The stake represents 1.24% of the portfolio and ranks #26 among its holdings.

511 funds tracked by Wall St. Rank hold BAI as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 309,850 shares of iShares A.I. Innovation and Tech Active ETF worth $10.3M as of Q4 2025.
  • iShares A.I. Innovation and Tech Active ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares A.I. Innovation and Tech Active ETF made up 1.24% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #26 holding.
  • 511 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.