LIA
BAI

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

LifePlan Investment 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
Q1 		$1.81M Buy
55,080
+6,869
+14% +$236K 0.71% 47
2025
Q4 		$1.61M Buy
48,211
+1,186
+3% +$41.1K 0.65% 49
2025
Q3 		$1.61M Buy
47,025
+33,978
+260% +$1.07M 0.67% 46
2025
Q2 		$376K Buy
+13,047
New +$319K 0.19% 81

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LifePlan Investment Advisors's BAI Position: Q1 2026 in Review

LifePlan Investment Advisors increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 14% in Q1 2026, buying an estimated $236K and bringing the position to 55,080 shares worth $1.81M. The position accounts for 0.71% of the portfolio, ranked #47.

LifePlan Investment Advisors first reported a position in BAI in Q2 2025 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • LifePlan Investment Advisors held 55,080 shares of iShares A.I. Innovation and Tech Active ETF worth $1.81M as of Q1 2026.
  • LifePlan Investment Advisors bought 6,869 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $236K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.71% of LifePlan Investment Advisors's portfolio in Q1 2026, its #47 holding.
  • LifePlan Investment Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.