SIS
BAI

Sound Income Strategies’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Sound Income Strategies’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 		$1.57M Buy
29,705
+15,549
+110% +$706K 0.07% 174
2026
Q1 		$482K Buy
14,156
+958
+7% +$32.9K 0.02% 253
2025
Q4 		$461K Buy
13,198
+5,014
+61% +$174K 0.02% 264
2025
Q3 		$294K Buy
8,184
+1,609
+24% +$50.8K 0.02% 246
2025
Q2 		$190K Buy
+6,575
New +$161K 0.01% 283

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
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sound Income Strategies's BAI Position: Q2 2026 in Review

Sound Income Strategies increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 110% in Q2 2026, buying an estimated $706K and bringing the position to 29,705 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #174.

Sound Income Strategies first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 532 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Sound Income Strategies held 29,705 shares of iShares A.I. Innovation and Tech Active ETF worth $1.57M as of Q2 2026.
  • Sound Income Strategies bought 15,549 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $706K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.07% of Sound Income Strategies's portfolio in Q2 2026, its #174 holding.
  • Sound Income Strategies first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.