LF
BAI

LifeSteps Financial’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

LifeSteps Financial’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 		$110K Buy
+2,092
New +$95K 0.05% 141

Other funds holding BAI

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LifeSteps Financial's BAI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 2,092 shares worth $110K. The stake represents 0.05% of the portfolio and ranks #141 among its holdings.

296 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • LifeSteps Financial held 2,092 shares of iShares A.I. Innovation and Tech Active ETF worth $110K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #141 holding.
  • 296 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.