SWP
BAI

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

Strategic Wealth 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
Q1 		$37.8K Buy
1,149
+227
+25% +$7.79K ﹤0.01% 564
2025
Q4 		$30.7K Sell
922
-9,843
-91% -$341K ﹤0.01% 616
2025
Q3 		$368K Buy
+10,765
New +$340K 0.03% 256

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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Strategic Wealth Partners's BAI Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 25% in Q1 2026, buying an estimated $7.79K and bringing the position to 1,149 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Strategic Wealth Partners first reported a position in BAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $368K in Q3 2025. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Strategic Wealth Partners held 1,149 shares of iShares A.I. Innovation and Tech Active ETF worth $37.8K as of Q1 2026.
  • Strategic Wealth Partners bought 227 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $7.79K.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #564 holding.
  • Strategic Wealth Partners first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's iShares A.I. Innovation and Tech Active ETF position peaked at $368K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.