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

LexAurum 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	$600K	Hold	11,389	–	–	0.07%	217
2026 Q1	$375K	Buy	+11,389	New	+$391K	0.05%	287

Other funds holding BAI

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return