Signature Estate & Investment Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Signature Estate & Investment Advisors’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	$1.71M	Sell	32,385 -364	-1%	-$16.5K	0.03%	191
2026 Q1	$1.08M	Buy	32,749 +14,746	+82%	+$506K	0.02%	263
2025 Q4	$600K	Buy	18,003 +5,211	+41%	+$181K	0.01%	354
2025 Q3	$437K	Buy	+12,792	New	+$404K	0.01%	412

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Signature Estate & Investment Advisors's BAI Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 1.1% in Q2 2026, selling an estimated $16.5K and leaving 32,385 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #191.

Signature Estate & Investment Advisors first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Signature Estate & Investment Advisors held 32,385 shares of iShares A.I. Innovation and Tech Active ETF worth $1.71M as of Q2 2026.
Signature Estate & Investment Advisors sold 364 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $16.5K.
iShares A.I. Innovation and Tech Active ETF made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #191 holding.
Signature Estate & Investment Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.