PIA
BAI

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

Perennial Investment 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 		$13.1M Buy
399,006
+54,412
+16% +$1.87M 1.05% 16
2025
Q4 		$11.5M Buy
344,594
+127,872
+59% +$4.43M 0.9% 18
2025
Q3 		$7.4M Buy
216,722
+114,738
+113% +$3.62M 0.61% 31
2025
Q2 		$2.94M Buy
+101,984
New +$2.5M 0.28% 76

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

Perennial Investment Advisors's BAI Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 16% in Q1 2026, buying an estimated $1.87M and bringing the position to 399,006 shares worth $13.1M. The position accounts for 1.05% of the portfolio, ranked #16.

Perennial Investment Advisors 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.

  • Perennial Investment Advisors held 399,006 shares of iShares A.I. Innovation and Tech Active ETF worth $13.1M as of Q1 2026.
  • Perennial Investment Advisors bought 54,412 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $1.87M.
  • iShares A.I. Innovation and Tech Active ETF made up 1.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #16 holding.
  • Perennial Investment Advisors 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 Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.