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

Physician 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	$16.1M	Sell	305,913 -80,371	-21%	-$3.65M	1.93%	13
2026 Q1	$12.7M	Buy	386,284 +17,249	+5%	+$592K	1.77%	14
2025 Q4	$12.3M	Buy	369,035 +28,831	+8%	+$999K	1.71%	16
2025 Q3	$11.6M	Buy	340,204 +204,571	+151%	+$6.45M	1.65%	17
2025 Q2	$3.91M	Buy	135,633 +135,093	+25,017%	+$3.31M	0.61%	35
2025 Q1	$11.8K	Hold	540	–	–	﹤0.01%	588
2024 Q4	$14.6K	Buy	+540	New	+$14.4K	﹤0.01%	566

Other funds holding BAI

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

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

Physician Wealth Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 21% in Q2 2026, selling an estimated $3.65M and leaving 305,913 shares worth $16.1M. The position accounts for 1.93% of the portfolio, ranked #13.

Physician Wealth Advisors first reported a position in BAI in Q4 2024 and has held it in 7 quarters since. 321 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Physician Wealth Advisors held 305,913 shares of iShares A.I. Innovation and Tech Active ETF worth $16.1M as of Q2 2026.
Physician Wealth Advisors sold 80,371 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $3.65M.
iShares A.I. Innovation and Tech Active ETF made up 1.93% of Physician Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Physician Wealth Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2024 and has held it in 7 quarters since.
321 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

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