SWP
BAI

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sagespring Wealth Partners's BAI Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 59% in Q1 2026, buying an estimated $95.3M and bringing the position to 7,445,617 shares worth $245M. The position accounts for 4.47% of the portfolio, ranked #5.

Sagespring Wealth Partners first reported a position in BAI in Q4 2025 and has held it in 2 quarters since. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Sagespring Wealth Partners held 7,445,617 shares of iShares A.I. Innovation and Tech Active ETF worth $245M as of Q1 2026.
  • Sagespring Wealth Partners bought 2,775,398 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $95.3M.
  • iShares A.I. Innovation and Tech Active ETF made up 4.47% of Sagespring Wealth Partners's portfolio in Q1 2026, its #5 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 2 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.