LWA
BAI

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

Lantern 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
Q1 		$634K Buy
19,255
+4,269
+28% +$147K 0.33% 82
2025
Q4 		$499K Buy
14,986
+2,794
+23% +$96.9K 0.27% 95
2025
Q3 		$416K Buy
+12,192
New +$385K 0.22% 104

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Lantern Wealth Advisors's BAI Position: Q1 2026 in Review

Lantern Wealth Advisors increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 28% in Q1 2026, buying an estimated $147K and bringing the position to 19,255 shares worth $634K. The position accounts for 0.33% of the portfolio, ranked #82.

Lantern Wealth Advisors first reported a position in BAI in Q3 2025 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Lantern Wealth Advisors held 19,255 shares of iShares A.I. Innovation and Tech Active ETF worth $634K as of Q1 2026.
  • Lantern Wealth Advisors bought 4,269 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $147K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.33% of Lantern Wealth Advisors's portfolio in Q1 2026, its #82 holding.
  • Lantern Wealth Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.