SPC
BAI

Sigma Planning Corp’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Sigma Planning Corp’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 		$1.43M Sell
27,154
-4,644
-15% -$211K 0.04% 471
2026
Q1 		$1.05M Buy
31,798
+3,353
+12% +$115K 0.03% 553
2025
Q4 		$947K Buy
28,445
+3,928
+16% +$136K 0.03% 553
2025
Q3 		$837K Buy
24,517
+14,873
+154% +$469K 0.02% 597
2025
Q2 		$278K Buy
+9,644
New +$236K 0.01% 1022

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

Sigma Planning Corp's BAI Position: Q2 2026 in Review

Sigma Planning Corp reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 15% in Q2 2026, selling an estimated $211K and leaving 27,154 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #471.

Sigma Planning Corp first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Sigma Planning Corp held 27,154 shares of iShares A.I. Innovation and Tech Active ETF worth $1.43M as of Q2 2026.
  • Sigma Planning Corp sold 4,644 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $211K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #471 holding.
  • Sigma Planning Corp first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.