P
BAI

&Partners’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

&Partners’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 		$9.77M Buy
296,399
+92,433
+45% +$3.17M 0.05% 335
2025
Q4 		$6.81M Buy
203,966
+31,474
+18% +$1.09M 0.04% 398
2025
Q3 		$5.91M Buy
172,492
+114,832
+199% +$3.62M 0.04% 381
2025
Q2 		$1.67M Buy
+57,660
New +$1.41M 0.01% 746

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $16B AUM 26.77% 1-Year Est. Return

&Partners's BAI Position: Q1 2026 in Review

&Partners increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 45% in Q1 2026, buying an estimated $3.17M and bringing the position to 296,399 shares worth $9.77M. The position accounts for 0.05% of the portfolio, ranked #335.

&Partners first reported a position in BAI in Q2 2025 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • &Partners held 296,399 shares of iShares A.I. Innovation and Tech Active ETF worth $9.77M as of Q1 2026.
  • &Partners bought 92,433 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $3.17M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.05% of &Partners's portfolio in Q1 2026, its #335 holding.
  • &Partners first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.