MGWM
BAI

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

Marks Group Wealth 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 		$27.1M Buy
514,468
+320,662
+165% +$14.6M 2.36% 6
2026
Q1 		$6.39M Buy
193,806
+24,793
+15% +$851K 0.62% 54
2025
Q4 		$5.63M Buy
169,013
+38,171
+29% +$1.32M 0.54% 70
2025
Q3 		$4.47M Buy
130,842
+56,166
+75% +$1.77M 0.42% 87
2025
Q2 		$2.15M Buy
+74,676
New +$1.83M 0.2% 116

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Marks Group Wealth Management's BAI Position: Q2 2026 in Review

Marks Group Wealth Management increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 165% in Q2 2026, buying an estimated $14.6M and bringing the position to 514,468 shares worth $27.1M. The position accounts for 2.36% of the portfolio, ranked #6.

Marks Group Wealth Management first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 662 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Marks Group Wealth Management held 514,468 shares of iShares A.I. Innovation and Tech Active ETF worth $27.1M as of Q2 2026.
  • Marks Group Wealth Management bought 320,662 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $14.6M.
  • iShares A.I. Innovation and Tech Active ETF made up 2.36% of Marks Group Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Marks Group Wealth Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 662 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.