SEP
BAI

Southland Equity Partners’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Southland Equity Partners’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 		$239K Buy
+4,530
New +$206K 0.04% 273

Other funds holding BAI

SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Southland Equity Partners's BAI Position: Q2 2026 in Review

Southland Equity Partners opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 4,530 shares worth $239K. The stake represents 0.04% of the portfolio and ranks #273 among its holdings.

108 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Southland Equity Partners held 4,530 shares of iShares A.I. Innovation and Tech Active ETF worth $239K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Southland Equity Partners position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.04% of Southland Equity Partners's portfolio in Q2 2026, its #273 holding.
  • 108 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.