PEWA
BAI

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

Pacific Excel 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
-17,995
Closed -$593K – 323
2026
Q1 		$593K Buy
17,995
+7,710
+75% +$265K 0.62% 59
2025
Q4 		$343K Buy
+10,285
New +$357K 0.65% 66

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

Pacific Excel Wealth Advisors's BAI Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026, closing a stake of 17,995 shares — an estimated $593K sold.

Pacific Excel Wealth Advisors first reported a position in BAI in Q4 2025 and held it in 2 quarters. The position peaked at $593K in Q1 2026. 661 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 17,995 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $593K.
  • Pacific Excel Wealth Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's iShares A.I. Innovation and Tech Active ETF position peaked at $593K in Q1 2026.
  • 661 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.