MSWM
BAI

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
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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

McGlone Suttner Wealth Management's BAI Position: Q2 2026 in Review

McGlone Suttner Wealth Management held its iShares A.I. Innovation and Tech Active ETF (BAI) position steady in Q2 2026 at 10,755 shares worth $567K. The position accounts for 0.07% of the portfolio, ranked #122.

McGlone Suttner Wealth Management first reported a position in BAI in Q4 2025 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • McGlone Suttner Wealth Management held 10,755 shares of iShares A.I. Innovation and Tech Active ETF worth $567K as of Q2 2026.
  • McGlone Suttner Wealth Management left its iShares A.I. Innovation and Tech Active ETF share count unchanged in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.07% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #122 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 3 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.