PCIA
BAI

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

Prime Capital 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
Q2 		$377K Sell
7,151
-553
-7% -$25.1K ﹤0.01% 782
2026
Q1 		$254K Buy
7,704
+1,025
+15% +$35.2K ﹤0.01% 900
2025
Q4 		$222K Buy
+6,679
New +$232K ﹤0.01% 930

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
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Prime Capital Investment Advisors's BAI Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 7.2% in Q2 2026, selling an estimated $25.1K and leaving 7,151 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Prime Capital Investment Advisors first reported a position in BAI in Q4 2025 and has held it in 3 quarters since. 532 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Prime Capital Investment Advisors held 7,151 shares of iShares A.I. Innovation and Tech Active ETF worth $377K as of Q2 2026.
  • Prime Capital Investment Advisors sold 553 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $25.1K.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #782 holding.
  • Prime Capital Investment Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.