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

15 Wealth Advisors LLC’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
Q3 		$6.26M Buy
+132,560
New +$5.94M 1.57% 19

Other funds holding BAI

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

15 Wealth Advisors LLC's BAI Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 132,560 shares worth $6.26M. The stake represents 1.57% of the portfolio and ranks #19 among its holdings.

73 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • 15 Wealth Advisors LLC held 132,560 shares of iShares A.I. Innovation and Tech Active ETF worth $6.26M as of Q3 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 1.57% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #19 holding.
  • 73 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.