Ransom Advisory’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Ransom Advisory’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
2025 Q4	$7.79K	Buy	+234	New	+$8.11K	﹤0.01%	360

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ransom Advisory's BAI Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q4 2025: 234 shares worth $7.79K. The stake represents ﹤0.01% of the portfolio and ranks #360 among its holdings.

508 funds tracked by Wall St. Rank hold BAI as of Q4 2025.

Ransom Advisory held 234 shares of iShares A.I. Innovation and Tech Active ETF worth $7.79K as of Q4 2025.
iShares A.I. Innovation and Tech Active ETF was a new Ransom Advisory position in Q4 2025.
iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Ransom Advisory's portfolio in Q4 2025, its #360 holding.
508 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.