RRMM
BAI

Regatta Research & Money Management’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Regatta Research & Money Management’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 		$52.7K Buy
+1,000
New +$45.4K 0.05% 251

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MML Investors Services
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Regatta Research & Money Management's BAI Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 1,000 shares worth $52.7K. The stake represents 0.05% of the portfolio and ranks #251 among its holdings.

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

  • Regatta Research & Money Management held 1,000 shares of iShares A.I. Innovation and Tech Active ETF worth $52.7K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.05% of Regatta Research & Money Management's portfolio in Q2 2026, its #251 holding.
  • 549 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.