OWA
BAI

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

Opal Wealth 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 		– Sell
-2,950
Closed -$97.2K – 604
2026
Q1 		$97.2K Buy
+2,950
New +$101K 0.02% 287

Other funds holding BAI

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Opal Wealth Advisors's BAI Position: Q2 2026 in Review

Opal Wealth Advisors sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026, closing a stake of 2,950 shares — an estimated $97.2K sold.

Opal Wealth Advisors first reported a position in BAI in Q1 2026 and held it in 1 quarter. The position peaked at $97.2K in Q1 2026. 135 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Opal Wealth Advisors reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 2,950 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $97.2K.
  • Opal Wealth Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2026 and held it in 1 quarter.
  • Opal Wealth Advisors's iShares A.I. Innovation and Tech Active ETF position peaked at $97.2K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.