MWM
BAI

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
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 		$1,000K Buy
+27,985
New +$970K 0.46% 52

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
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mosley Wealth Management's BAI Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 92% in Q2 2026, selling an estimated $1.18M and leaving 2,122 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #192.

Mosley Wealth Management first reported a position in BAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1,000K in Q4 2025. 437 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Mosley Wealth Management held 2,122 shares of iShares A.I. Innovation and Tech Active ETF worth $112K as of Q2 2026.
  • Mosley Wealth Management sold 26,068 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $1.18M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.04% of Mosley Wealth Management's portfolio in Q2 2026, its #192 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 3 quarters since.
  • Mosley Wealth Management's iShares A.I. Innovation and Tech Active ETF position peaked at $1,000K in Q4 2025.
  • 437 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.