PFGIA
BAI

Patriot Financial Group Insurance Agency’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.86M Buy
64,403
+16,633
+35% +$480K 0.21% 122
2025
Q1 		$1.05M Buy
+47,770
New +$1.05M 0.14% 184