RFN
BAI

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

RDA Financial Network’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 		$1.07M Sell
20,319
-3,208
-14% -$146K 0.23% 96
2026
Q1 		$775K Buy
23,527
+1,968
+9% +$67.6K 0.19% 118
2025
Q4 		$718K Buy
21,559
+342
+2% +$11.9K 0.17% 121
2025
Q3 		$725K Buy
21,217
+14,277
+206% +$450K 0.18% 121
2025
Q2 		$200K Buy
+6,940
New +$170K 0.05% 253

Other funds holding BAI

SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 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
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RDA Financial Network's BAI Position: Q2 2026 in Review

RDA Financial Network reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 14% in Q2 2026, selling an estimated $146K and leaving 20,319 shares worth $1.07M. The position accounts for 0.23% of the portfolio, ranked #96.

RDA Financial Network first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • RDA Financial Network held 20,319 shares of iShares A.I. Innovation and Tech Active ETF worth $1.07M as of Q2 2026.
  • RDA Financial Network sold 3,208 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $146K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.23% of RDA Financial Network's portfolio in Q2 2026, its #96 holding.
  • RDA Financial Network first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 108 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.