KWA
BAI

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

Kingswood Wealth 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 		$450K Sell
8,534
-1,962
-19% -$89.1K 0.02% 638
2026
Q1 		$346K Buy
10,496
+1,296
+14% +$44.5K 0.02% 666
2025
Q4 		$306K Buy
9,200
+1,867
+25% +$64.7K 0.01% 675
2025
Q3 		$250K Buy
+7,333
New +$231K 0.02% 691

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

Kingswood Wealth Advisors's BAI Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 19% in Q2 2026, selling an estimated $89.1K and leaving 8,534 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #638.

Kingswood Wealth Advisors first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Kingswood Wealth Advisors held 8,534 shares of iShares A.I. Innovation and Tech Active ETF worth $450K as of Q2 2026.
  • Kingswood Wealth Advisors sold 1,962 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $89.1K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #638 holding.
  • Kingswood Wealth 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.
  • 660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.