MA
BAI

Mutual Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Mutual Advisors’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 		$9.27M Sell
175,763
-31,116
-15% -$1.41M 0.17% 108
2026
Q1 		$6.82M Buy
206,879
+20,879
+11% +$717K 0.15% 139
2025
Q4 		$6.19M Buy
186,000
+138,693
+293% +$4.81M 0.13% 153
2025
Q3 		$1.66M Buy
47,307
+14,896
+46% +$470K 0.04% 414
2025
Q2 		$989K Buy
32,411
+8,101
+33% +$198K 0.02% 518
2025
Q1 		$548K Buy
+24,310
New +$642K 0.02% 678

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Mutual Advisors's BAI Position: Q2 2026 in Review

Mutual Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 15% in Q2 2026, selling an estimated $1.41M and leaving 175,763 shares worth $9.27M. The position accounts for 0.17% of the portfolio, ranked #108.

Mutual Advisors first reported a position in BAI in Q1 2025 and has held it in 6 quarters since. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Mutual Advisors held 175,763 shares of iShares A.I. Innovation and Tech Active ETF worth $9.27M as of Q2 2026.
  • Mutual Advisors sold 31,116 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $1.41M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.17% of Mutual Advisors's portfolio in Q2 2026, its #108 holding.
  • Mutual Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2025 and has held it in 6 quarters since.
  • 660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.