LIM
BAI

Leavell Investment Management’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Leavell Investment Management’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 		$561K Buy
+10,636
New +$483K 0.02% 417

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
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Leavell Investment Management's BAI Position: Q2 2026 in Review

Leavell Investment Management opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 10,636 shares worth $561K. The stake represents 0.02% of the portfolio and ranks #417 among its holdings.

224 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Leavell Investment Management held 10,636 shares of iShares A.I. Innovation and Tech Active ETF worth $561K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Leavell Investment Management position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #417 holding.
  • 224 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.