HNH
BAI

Hopwood Nicholas Hunter’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Hopwood Nicholas Hunter’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 		$2.28M Buy
69,288
+3,918
+6% +$135K 0.73% 44
2025
Q4 		$2.18M Buy
+65,370
New +$2.27M 0.71% 46

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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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

Hopwood Nicholas Hunter's BAI Position: Q1 2026 in Review

Hopwood Nicholas Hunter increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 6% in Q1 2026, buying an estimated $135K and bringing the position to 69,288 shares worth $2.28M. The position accounts for 0.73% of the portfolio, ranked #44.

Hopwood Nicholas Hunter first reported a position in BAI in Q4 2025 and has held it in 2 quarters since. 541 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Hopwood Nicholas Hunter held 69,288 shares of iShares A.I. Innovation and Tech Active ETF worth $2.28M as of Q1 2026.
  • Hopwood Nicholas Hunter bought 3,918 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $135K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.73% of Hopwood Nicholas Hunter's portfolio in Q1 2026, its #44 holding.
  • Hopwood Nicholas Hunter first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 541 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q1 2026, filed 14 Aug 2026.