PFS
BAI

Prospera Financial Services’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Prospera Financial Services’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 		$226K Buy
+4,289
New +$195K ﹤0.01% 1351

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
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 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

Prospera Financial Services's BAI Position: Q2 2026 in Review

Prospera Financial Services opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 4,289 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings.

202 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Prospera Financial Services held 4,289 shares of iShares A.I. Innovation and Tech Active ETF worth $226K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Prospera Financial Services position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1351 holding.
  • 202 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.