LA
BAI

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

Latitude 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 		$970K Buy
18,399
+3,583
+24% +$163K 0.39% 62
2026
Q1 		$488K Buy
14,816
+7,175
+94% +$246K 0.22% 110
2025
Q4 		$254K Buy
+7,641
New +$265K 0.11% 188

Other funds holding BAI

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Latitude Advisors's BAI Position: Q2 2026 in Review

Latitude Advisors increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 24% in Q2 2026, buying an estimated $163K and bringing the position to 18,399 shares worth $970K. The position accounts for 0.39% of the portfolio, ranked #62.

Latitude Advisors first reported a position in BAI in Q4 2025 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Latitude Advisors held 18,399 shares of iShares A.I. Innovation and Tech Active ETF worth $970K as of Q2 2026.
  • Latitude Advisors bought 3,583 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $163K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.39% of Latitude Advisors's portfolio in Q2 2026, its #62 holding.
  • Latitude Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.