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
Q2 		$1.11M Sell
21,037
-6,054
-22% -$275K 0.06% 257
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 $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

Signal Advisors Wealth's BAI Position: Q2 2026 in Review

Signal Advisors Wealth reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 22% in Q2 2026, selling an estimated $275K and leaving 21,037 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #257.

Signal Advisors Wealth first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Signal Advisors Wealth held 21,037 shares of iShares A.I. Innovation and Tech Active ETF worth $1.11M as of Q2 2026.
  • Signal Advisors Wealth sold 6,054 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $275K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.06% of Signal Advisors Wealth's portfolio in Q2 2026, its #257 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 5 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.