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

Lineweaver Wealth 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 Q3	$7.46M	Buy	158,148 +5,170	+3%	+$232K	0.87%	26
2026 Q2	$8.07M	Sell	152,978 -46,772	-23%	-$2.12M	0.95%	25
2026 Q1	$6.58M	Buy	199,750 +4,096	+2%	+$141K	0.89%	26
2025 Q4	$6.52M	Buy	195,654 +6,671	+4%	+$231K	0.88%	28
2025 Q3	$6.46M	Buy	+188,983	New	+$5.96M	0.95%	26

Other funds holding BAI

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Lineweaver Wealth Advisors's BAI Position: Q3 2026 in Review

Lineweaver Wealth Advisors increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 3.4% in Q3 2026, buying an estimated $232K and bringing the position to 158,148 shares worth $7.46M. The position accounts for 0.87% of the portfolio, ranked #26.

Lineweaver Wealth Advisors first reported a position in BAI in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.07M in Q2 2026. 56 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

Lineweaver Wealth Advisors held 158,148 shares of iShares A.I. Innovation and Tech Active ETF worth $7.46M as of Q3 2026.
Lineweaver Wealth Advisors bought 5,170 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $232K.
iShares A.I. Innovation and Tech Active ETF made up 0.87% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #26 holding.
Lineweaver Wealth Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 5 quarters since.
Lineweaver Wealth Advisors's iShares A.I. Innovation and Tech Active ETF position peaked at $8.07M in Q2 2026.
56 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.