SNWA
BAI

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

Siligmueller & Norvid Wealth 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
2025
Q3 		$1.43M Buy
+41,783
New +$1.32M 0.64% 41

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's BAI Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2025: 41,783 shares worth $1.43M. The stake represents 0.64% of the portfolio and ranks #41 among its holdings.

383 funds tracked by Wall St. Rank hold BAI as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 41,783 shares of iShares A.I. Innovation and Tech Active ETF worth $1.43M as of Q3 2025.
  • iShares A.I. Innovation and Tech Active ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • iShares A.I. Innovation and Tech Active ETF made up 0.64% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #41 holding.
  • 383 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.