SAW
BAI

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

Signal Advisors Wealth’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 		$893K Sell
27,091
-68
-0.3% -$2.33K 0.06% 254
2025
Q4 		$904K Buy
27,159
+1,152
+4% +$39.9K 0.07% 210
2025
Q3 		$888K Buy
26,007
+15,360
+144% +$485K 0.08% 177
2025
Q2 		$307K Buy
+10,647
New +$261K 0.02% 377

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
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
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

Signal Advisors Wealth's BAI Position: Q1 2026 in Review

Signal Advisors Wealth reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 0.25% in Q1 2026, selling an estimated $2.33K and leaving 27,091 shares worth $893K. The position accounts for 0.06% of the portfolio, ranked #254.

Signal Advisors Wealth first reported a position in BAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $904K in Q4 2025. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Signal Advisors Wealth held 27,091 shares of iShares A.I. Innovation and Tech Active ETF worth $893K as of Q1 2026.
  • Signal Advisors Wealth sold 68 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $2.33K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.06% of Signal Advisors Wealth's portfolio in Q1 2026, its #254 holding.
  • Signal Advisors Wealth first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 4 quarters since.
  • Signal Advisors Wealth's iShares A.I. Innovation and Tech Active ETF position peaked at $904K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.