Sagespring Wealth Partners
BAI icon

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

Sagespring Wealth 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
Q3 		$263M Buy
5,576,146
+295,334
+6% +$13.2M 3.92% 6
2026
Q2 		$278M Sell
5,280,812
-2,164,805
-29% -$98.3M 4.28% 5
2026
Q1 		$245M Buy
7,445,617
+2,775,398
+59% +$95.3M 4.47% 5
2025
Q4 		$156M Buy
+4,670,219
New +$162M 2.83% 8

Other funds holding BAI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Sagespring Wealth Partners's BAI Position: Q3 2026 in Review

Sagespring Wealth Partners increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 5.6% in Q3 2026, buying an estimated $13.2M and bringing the position to 5,576,146 shares worth $263M. The position accounts for 3.92% of the portfolio, ranked #6.

Sagespring Wealth Partners first reported a position in BAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $278M in Q2 2026. 622 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Sagespring Wealth Partners held 5,576,146 shares of iShares A.I. Innovation and Tech Active ETF worth $263M as of Q3 2026.
  • Sagespring Wealth Partners bought 295,334 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $13.2M.
  • iShares A.I. Innovation and Tech Active ETF made up 3.92% of Sagespring Wealth Partners's portfolio in Q3 2026, its #6 holding.
  • Sagespring Wealth Partners first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's iShares A.I. Innovation and Tech Active ETF position peaked at $278M in Q2 2026.
  • 622 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.