RWP
BAI

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

Ridgeline Wealth Planning’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 		$2.38M Buy
45,239
+10,133
+29% +$460K 1.51% 10
2026
Q1 		$1.16M Sell
35,106
-33
-0.1% -$1.13K 0.84% 16
2025
Q4 		$1.17M Buy
+35,139
New +$1.22M 0.84% 16

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

Ridgeline Wealth Planning's BAI Position: Q2 2026 in Review

Ridgeline Wealth Planning increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 29% in Q2 2026, buying an estimated $460K and bringing the position to 45,239 shares worth $2.38M. The position accounts for 1.51% of the portfolio, ranked #10.

Ridgeline Wealth Planning first reported a position in BAI in Q4 2025 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Ridgeline Wealth Planning held 45,239 shares of iShares A.I. Innovation and Tech Active ETF worth $2.38M as of Q2 2026.
  • Ridgeline Wealth Planning bought 10,133 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $460K.
  • iShares A.I. Innovation and Tech Active ETF made up 1.51% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #10 holding.
  • Ridgeline Wealth Planning first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.