LBC
BAI

Leigh Baldwin & Co’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Leigh Baldwin & Co’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 		$2.09M Buy
39,709
+709
+2% +$32.2K 1.13% 23
2026
Q1 		$1.29M Buy
39,000
+9,071
+30% +$311K 0.83% 32
2025
Q4 		$997K Buy
+29,929
New +$1.04M 0.66% 40

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Leigh Baldwin & Co's BAI Position: Q2 2026 in Review

Leigh Baldwin & Co increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 1.8% in Q2 2026, buying an estimated $32.2K and bringing the position to 39,709 shares worth $2.09M. The position accounts for 1.13% of the portfolio, ranked #23.

Leigh Baldwin & Co first reported a position in BAI in Q4 2025 and has held it in 3 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Leigh Baldwin & Co held 39,709 shares of iShares A.I. Innovation and Tech Active ETF worth $2.09M as of Q2 2026.
  • Leigh Baldwin & Co bought 709 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $32.2K.
  • iShares A.I. Innovation and Tech Active ETF made up 1.13% of Leigh Baldwin & Co's portfolio in Q2 2026, its #23 holding.
  • Leigh Baldwin & Co first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.