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

Mosley 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 		$80.6K Sell
1,860
-262
-12% -$11.7K 0.02% 228
2026
Q2 		$112K Sell
2,122
-26,068
-92% -$1.18M 0.04% 192
2026
Q1 		$963K Buy
28,190
+205
+0.7% +$7.04K 0.44% 51
2025
Q4 		$1000K Buy
+27,985
New +$970K 0.46% 52

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OpenArc Corporate Advisory
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Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Mosley Wealth Management's BAI Position: Q3 2026 in Review

Mosley Wealth Management reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 12% in Q3 2026, selling an estimated $11.7K and leaving 1,860 shares worth $80.6K. The position accounts for 0.02% of the portfolio, ranked #228.

Mosley Wealth Management first reported a position in BAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1000K in Q4 2025. 477 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Mosley Wealth Management held 1,860 shares of iShares A.I. Innovation and Tech Active ETF worth $80.6K as of Q3 2026.
  • Mosley Wealth Management sold 262 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $11.7K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.02% of Mosley Wealth Management's portfolio in Q3 2026, its #228 holding.
  • Mosley 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.
  • Mosley Wealth Management's iShares A.I. Innovation and Tech Active ETF position peaked at $1000K in Q4 2025.
  • 477 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.