Lockerman Financial Group
BAI icon

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

Lockerman Financial Group’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 		$433K Sell
9,175
-843
-8% -$37.8K 0.62% 44
2026
Q2 		$528K Buy
10,018
+680
+7% +$30.9K 0.81% 38
2026
Q1 		$308K Buy
9,338
+2,905
+45% +$100K 0.55% 60
2025
Q4 		$214K Buy
+6,433
New +$223K 0.41% 78

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Prosperity Capital Advisors
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Greater Midwest Financial Group
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lockerman Financial Group's BAI Position: Q3 2026 in Review

Lockerman Financial Group reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 8.4% in Q3 2026, selling an estimated $37.8K and leaving 9,175 shares worth $433K. The position accounts for 0.62% of the portfolio, ranked #44.

Lockerman Financial Group first reported a position in BAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $528K in Q2 2026. 174 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Lockerman Financial Group held 9,175 shares of iShares A.I. Innovation and Tech Active ETF worth $433K as of Q3 2026.
  • Lockerman Financial Group sold 843 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $37.8K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.62% of Lockerman Financial Group's portfolio in Q3 2026, its #44 holding.
  • Lockerman Financial Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 4 quarters since.
  • Lockerman Financial Group's iShares A.I. Innovation and Tech Active ETF position peaked at $528K in Q2 2026.
  • 174 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Lockerman Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.