Legacy Advisory Services’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Legacy Advisory Services’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 Q3	$2.18M	Buy	+46,186	New	+$2.07M	1.56%	15

Other funds holding BAI

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

Legacy Advisory Services's BAI Position: Q3 2026 in Review

Legacy Advisory Services opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 46,186 shares worth $2.18M. The stake represents 1.56% of the portfolio and ranks #15 among its holdings.

209 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

Legacy Advisory Services held 46,186 shares of iShares A.I. Innovation and Tech Active ETF worth $2.18M as of Q3 2026.
iShares A.I. Innovation and Tech Active ETF was a new Legacy Advisory Services position in Q3 2026.
iShares A.I. Innovation and Tech Active ETF made up 1.56% of Legacy Advisory Services's portfolio in Q3 2026, its #15 holding.
209 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.