Meriwether Wealth & Planning
BAI icon

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

Meriwether Wealth & Planning’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 		$7.27K Buy
+154
New +$6.9K ﹤0.01% 467

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Park Avenue Securities
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SoFi Wealth
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JB Capital
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Abundance Wealth Counselors
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Prosperity Capital Advisors
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Patton Albertson Miller Group
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AssetMark Inc
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Meriwether Wealth & Planning's BAI Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 154 shares worth $7.27K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

262 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Meriwether Wealth & Planning held 154 shares of iShares A.I. Innovation and Tech Active ETF worth $7.27K as of Q3 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Meriwether Wealth & Planning position in Q3 2026.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #467 holding.
  • 262 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.