SPWG
BAI

Syntegra Private Wealth Group’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Syntegra Private Wealth Group’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 		$360K Buy
6,822
+256
+4% +$11.6K 0.03% 149
2026
Q1 		$216K Sell
6,566
-44
-0.7% -$1.51K 0.02% 179
2025
Q4 		$220K Buy
6,610
+47
+0.7% +$1.63K 0.02% 181
2025
Q3 		$224K Buy
+6,563
New +$207K 0.02% 175

Other funds holding BAI

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Syntegra Private Wealth Group's BAI Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 3.9% in Q2 2026, buying an estimated $11.6K and bringing the position to 6,822 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #149.

Syntegra Private Wealth Group first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Syntegra Private Wealth Group held 6,822 shares of iShares A.I. Innovation and Tech Active ETF worth $360K as of Q2 2026.
  • Syntegra Private Wealth Group bought 256 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $11.6K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.03% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #149 holding.
  • Syntegra Private Wealth Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.