LEA
BAI

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
Q2 		– Sell
-7,181
Closed -$237K – 240
2026
Q1 		$237K Buy
7,181
+318
+5% +$10.9K 0.02% 206
2025
Q4 		$229K Buy
+6,863
New +$238K 0.03% 207

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Legacy Edge Advisors's BAI Position: Q2 2026 in Review

Legacy Edge Advisors sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026, closing a stake of 7,181 shares — an estimated $237K sold.

Legacy Edge Advisors first reported a position in BAI in Q4 2025 and held it in 2 quarters. The position peaked at $237K in Q1 2026. 466 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Legacy Edge Advisors reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 7,181 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $237K.
  • Legacy Edge Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's iShares A.I. Innovation and Tech Active ETF position peaked at $237K in Q1 2026.
  • 466 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.