Richard W. Paul & Associates’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Richard W. Paul & Associates’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	$4.64K	Buy	+88	New	+$4K	﹤0.01%	260

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Richard W. Paul & Associates's BAI Position: Q2 2026 in Review

Richard W. Paul & Associates opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 88 shares worth $4.64K. The stake represents ﹤0.01% of the portfolio and ranks #260 among its holdings.

660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Richard W. Paul & Associates held 88 shares of iShares A.I. Innovation and Tech Active ETF worth $4.64K as of Q2 2026.
iShares A.I. Innovation and Tech Active ETF was a new Richard W. Paul & Associates position in Q2 2026.
iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #260 holding.
660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.