SWM
BAI icon

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

SHP Wealth Management’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 		$19.2K Buy
+365
New +$16.6K ﹤0.01% 798
2026
Q1 		– Sell
-38
Closed -$1.26K – 1927
2025
Q4 		$1.26K Buy
+38
New +$1.32K ﹤0.01% 1216

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

SHP Wealth Management's BAI Position: Q2 2026 in Review

SHP Wealth Management opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 365 shares worth $19.2K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: SHP Wealth Management previously reported a position in BAI as recently as Q4 2025.

SHP Wealth Management first reported a position in BAI in Q4 2025 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • SHP Wealth Management held 365 shares of iShares A.I. Innovation and Tech Active ETF worth $19.2K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new SHP Wealth Management position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #798 holding.
  • SHP Wealth Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.