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BAI

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

NewEdge 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
Q1 		$108M Buy
3,290,414
+201,227
+7% +$6.91M 0.39% 47
2025
Q4 		$103M Buy
3,089,187
+406,276
+15% +$14.1M 0.37% 48
2025
Q3 		$91.6M Buy
2,682,911
+1,660,253
+162% +$52.4M 0.42% 41
2025
Q2 		$29.5M Buy
1,022,658
+1,022,353
+335,198% +$25M 0.15% 132
2025
Q1 		$6.68K Buy
+305
New +$8.05K ﹤0.01% 3218

Other funds holding BAI

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LPL Financial
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DWM
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return