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

McGlone Suttner 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 Q3	$508K	Hold	10,755	–	–	0.06%	126
2026 Q2	$567K	Hold	10,755	–	–	0.07%	122
2026 Q1	$354K	Hold	10,755	–	–	0.05%	143
2025 Q4	$358K	Buy	+10,755	New	+$373K	0.05%	148

Other funds holding BAI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

McGlone Suttner Wealth Management's BAI Position: Q3 2026 in Review

McGlone Suttner Wealth Management held its iShares A.I. Innovation and Tech Active ETF (BAI) position steady in Q3 2026 at 10,755 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #126.

McGlone Suttner Wealth Management first reported a position in BAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $567K in Q2 2026. 477 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

McGlone Suttner Wealth Management held 10,755 shares of iShares A.I. Innovation and Tech Active ETF worth $508K as of Q3 2026.
McGlone Suttner Wealth Management left its iShares A.I. Innovation and Tech Active ETF share count unchanged in Q3 2026.
iShares A.I. Innovation and Tech Active ETF made up 0.06% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #126 holding.
McGlone Suttner Wealth Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 4 quarters since.
McGlone Suttner Wealth Management's iShares A.I. Innovation and Tech Active ETF position peaked at $567K in Q2 2026.
477 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.