PWM
BAI

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

Proathlete Wealth Management’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 		$1K Buy
29
+2
+7% +$69 ﹤0.01% 256
2025
Q4 		$915 Buy
27
+9
+50% +$312 ﹤0.01% 282
2025
Q3 		$614 Buy
18
+5
+38% +$158 ﹤0.01% 210
2025
Q2 		$375 Buy
13
+8
+160% +$196 ﹤0.01% 304
2025
Q1 		$109 Buy
+5
New +$132 ﹤0.01% 201

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

Proathlete Wealth Management's BAI Position: Q1 2026 in Review

Proathlete Wealth Management increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 7.4% in Q1 2026, buying an estimated $69 and bringing the position to 29 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Proathlete Wealth Management first reported a position in BAI in Q1 2025 and has held it in 5 quarters since. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Proathlete Wealth Management held 29 shares of iShares A.I. Innovation and Tech Active ETF worth $1K as of Q1 2026.
  • Proathlete Wealth Management bought 2 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $69.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q1 2026, its #256 holding.
  • Proathlete Wealth Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2025 and has held it in 5 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.