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

Root Financial Partners’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	$2.6K	Buy	+79	New	+$2.71K	﹤0.01%	2199

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

DWM

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

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

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

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

Root Financial Partners's BAI Position: Q1 2026 in Review

Root Financial Partners opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q1 2026: 79 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #2199 among its holdings.

539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

Root Financial Partners held 79 shares of iShares A.I. Innovation and Tech Active ETF worth $2.6K as of Q1 2026.
iShares A.I. Innovation and Tech Active ETF was a new Root Financial Partners position in Q1 2026.
iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2199 holding.
539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.