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

Key Financial Inc’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	$23.5K	Hold	446	–	–	﹤0.01%	695
2026 Q1	$14.7K	Hold	446	–	–	﹤0.01%	795
2025 Q4	$14.9K	Buy	+446	New	+$15.5K	﹤0.01%	785

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Key Financial Inc's BAI Position: Q2 2026 in Review

Key Financial Inc held its iShares A.I. Innovation and Tech Active ETF (BAI) position steady in Q2 2026 at 446 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Key Financial Inc first reported a position in BAI in Q4 2025 and has held it in 3 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Key Financial Inc held 446 shares of iShares A.I. Innovation and Tech Active ETF worth $23.5K as of Q2 2026.
Key Financial Inc 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 Key Financial Inc's portfolio in Q2 2026, its #695 holding.
Key Financial Inc first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 3 quarters since.
663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.