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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Lineweaver Wealth Advisors's BAI Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 23% in Q2 2026, selling an estimated $2.12M and leaving 152,978 shares worth $8.07M. The position accounts for 0.95% of the portfolio, ranked #25.

Lineweaver Wealth Advisors first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 661 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Lineweaver Wealth Advisors held 152,978 shares of iShares A.I. Innovation and Tech Active ETF worth $8.07M as of Q2 2026.
Lineweaver Wealth Advisors sold 46,772 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $2.12M.
iShares A.I. Innovation and Tech Active ETF made up 0.95% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #25 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 4 quarters since.
661 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.