RWA
BAI

Resolute Wealth Advisor’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Resolute Wealth Advisor’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 		$4.91M Buy
+148,946
New +$5.11M 2.79% 10
2025
Q2 		$4.91M Buy
+148,946
New +$3.65M 2.79% 10

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

Resolute Wealth Advisor's BAI Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q1 2026: 148,946 shares worth $4.91M. The stake represents 2.79% of the portfolio and ranks #10 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in BAI as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in BAI in Q2 2025 and has held it in 2 quarters since. 541 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Resolute Wealth Advisor held 148,946 shares of iShares A.I. Innovation and Tech Active ETF worth $4.91M as of Q1 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 2.79% of Resolute Wealth Advisor's portfolio in Q1 2026, its #10 holding.
  • Resolute Wealth Advisor first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 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 Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.