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

Maia Wealth’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	$4.28M	Sell	90,663 -19,353	-18%	-$867K	0.59%	50
2026 Q2	$5.8M	Sell	110,016 -5,735	-5%	-$261K	0.85%	22
2026 Q1	$3.81M	Sell	115,751 -5,748	-5%	-$197K	0.65%	41
2025 Q4	$4.18M	Sell	121,499 -15,907	-12%	-$551K	0.71%	31
2025 Q3	$4.97M	Buy	137,406 +81,470	+146%	+$2.57M	0.84%	25
2025 Q2	$1.61M	Buy	+55,936	New	+$1.37M	0.31%	87

Other funds holding BAI

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Maia Wealth's BAI Position: Q3 2026 in Review

Maia Wealth reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 18% in Q3 2026, selling an estimated $867K and leaving 90,663 shares worth $4.28M. The position accounts for 0.59% of the portfolio, ranked #50.

Maia Wealth first reported a position in BAI in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.8M in Q2 2026. 247 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

Maia Wealth held 90,663 shares of iShares A.I. Innovation and Tech Active ETF worth $4.28M as of Q3 2026.
Maia Wealth sold 19,353 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $867K.
iShares A.I. Innovation and Tech Active ETF made up 0.59% of Maia Wealth's portfolio in Q3 2026, its #50 holding.
Maia Wealth first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 6 quarters since.
Maia Wealth's iShares A.I. Innovation and Tech Active ETF position peaked at $5.8M in Q2 2026.
247 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.