LA
BAI

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

Lifeworks 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 		$662K Buy
20,076
+1,601
+9% +$55K 0.08% 163
2025
Q4 		$615K Buy
18,475
+2,358
+15% +$81.7K 0.08% 190
2025
Q3 		$551K Buy
+16,117
New +$508K 0.07% 195

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

Lifeworks Advisors's BAI Position: Q1 2026 in Review

Lifeworks Advisors increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 8.7% in Q1 2026, buying an estimated $55K and bringing the position to 20,076 shares worth $662K. The position accounts for 0.08% of the portfolio, ranked #163.

Lifeworks Advisors first reported a position in BAI in Q3 2025 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Lifeworks Advisors held 20,076 shares of iShares A.I. Innovation and Tech Active ETF worth $662K as of Q1 2026.
  • Lifeworks Advisors bought 1,601 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $55K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.08% of Lifeworks Advisors's portfolio in Q1 2026, its #163 holding.
  • Lifeworks Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.