JFA
BAI

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

JNBA Financial 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 		$23.3K Hold
441
– – ﹤0.01% 418
2026
Q1 		$14.5K Hold
441
– – ﹤0.01% 453
2025
Q4 		$14.7K Hold
441
– – ﹤0.01% 450
2025
Q3 		$15.1K Buy
+441
New +$13.9K ﹤0.01% 436

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
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JNBA Financial Advisors's BAI Position: Q2 2026 in Review

JNBA Financial Advisors held its iShares A.I. Innovation and Tech Active ETF (BAI) position steady in Q2 2026 at 441 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

JNBA Financial Advisors first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • JNBA Financial Advisors held 441 shares of iShares A.I. Innovation and Tech Active ETF worth $23.3K as of Q2 2026.
  • JNBA Financial Advisors left its iShares A.I. Innovation and Tech Active ETF share count unchanged in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #418 holding.
  • JNBA Financial Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.