M1FG
BAI

Mach-1 Financial Group’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Mach-1 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
2025
Q4 		– Sell
-17,021
Closed -$581K – 471
2025
Q3 		$581K Buy
+17,021
New +$537K 0.09% 109

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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mach-1 Financial Group's BAI Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q4 2025, closing a stake of 17,021 shares — an estimated $581K sold.

Mach-1 Financial Group first reported a position in BAI in Q3 2025 and held it in 1 quarter. The position peaked at $581K in Q3 2025. 511 funds tracked by Wall St. Rank hold BAI as of Q4 2025.

  • Mach-1 Financial Group reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 17,021 iShares A.I. Innovation and Tech Active ETF shares in Q4 2025, an estimated $581K.
  • Mach-1 Financial Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's iShares A.I. Innovation and Tech Active ETF position peaked at $581K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.