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

Legacy Edge 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 Q3	$237K	Sell	5,029 -431	-8%	-$19.3K	0.02%	231
2026 Q2	$288K	Sell	5,460 -1,721	-24%	-$78.2K	0.03%	193
2026 Q1	$237K	Buy	7,181 +318	+5%	+$10.9K	0.02%	206
2025 Q4	$229K	Sell	6,863 -43	-0.6%	-$1.49K	0.03%	207
2025 Q3	$236K	Buy	+6,906	New	+$218K	0.03%	189

Other funds holding BAI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Legacy Edge Advisors's BAI Position: Q3 2026 in Review

Legacy Edge Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 7.9% in Q3 2026, selling an estimated $19.3K and leaving 5,029 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #231.

Legacy Edge Advisors first reported a position in BAI in Q3 2025 and has held it in 5 quarters since. The position peaked at $288K in Q2 2026. 477 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

Legacy Edge Advisors held 5,029 shares of iShares A.I. Innovation and Tech Active ETF worth $237K as of Q3 2026.
Legacy Edge Advisors sold 431 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $19.3K.
iShares A.I. Innovation and Tech Active ETF made up 0.02% of Legacy Edge Advisors's portfolio in Q3 2026, its #231 holding.
Legacy Edge Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 5 quarters since.
Legacy Edge Advisors's iShares A.I. Innovation and Tech Active ETF position peaked at $288K in Q2 2026.
477 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.