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
Q2 		$1.61K Buy
30
+1
+3% +$45 ﹤0.01% 235
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

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Proathlete Wealth Management's BAI Position: Q2 2026 in Review

Proathlete Wealth Management increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 3.4% in Q2 2026, buying an estimated $45 and bringing the position to 30 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Proathlete Wealth Management first reported a position in BAI in Q1 2025 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Proathlete Wealth Management held 30 shares of iShares A.I. Innovation and Tech Active ETF worth $1.61K as of Q2 2026.
  • Proathlete Wealth Management bought 1 iShares A.I. Innovation and Tech Active ETF share in Q2 2026, an estimated $45.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q2 2026, its #235 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 6 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.