SL
BAI

Salomon & Ludwin’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Salomon & Ludwin’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 		$43.6K Buy
881
+44
+5% +$2K ﹤0.01% 612
2026
Q1 		$28.6K Buy
837
+45
+6% +$1.54K ﹤0.01% 809
2025
Q4 		$27K Buy
792
+49
+7% +$1.7K ﹤0.01% 676
2025
Q3 		$25.7K Buy
743
+89
+14% +$2.81K ﹤0.01% 662
2025
Q2 		$18.6K Hold
654
– – ﹤0.01% 395
2025
Q1 		$14.3K Buy
+654
New +$17.3K ﹤0.01% 408

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
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

Salomon & Ludwin's BAI Position: Q2 2026 in Review

Salomon & Ludwin increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 5.3% in Q2 2026, buying an estimated $2K and bringing the position to 881 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Salomon & Ludwin first reported a position in BAI in Q1 2025 and has held it in 6 quarters since. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Salomon & Ludwin held 881 shares of iShares A.I. Innovation and Tech Active ETF worth $43.6K as of Q2 2026.
  • Salomon & Ludwin bought 44 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $2K.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #612 holding.
  • Salomon & Ludwin first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2025 and has held it in 6 quarters since.
  • 660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.