TFG
BAI

Team Financial Group’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Team Financial 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 		$217K Buy
4,111
+2,639
+179% +$120K 0.09% 52
2026
Q1 		$48.5K Buy
1,472
+508
+53% +$17.4K 0.02% 117
2025
Q4 		$32.1K Buy
964
+360
+60% +$12.5K 0.01% 131
2025
Q3 		$20.6K Buy
604
+92
+18% +$2.9K 0.01% 149
2025
Q2 		$14.8K Buy
+512
New +$12.5K 0.01% 151

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
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Team Financial Group's BAI Position: Q2 2026 in Review

Team Financial Group increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 179% in Q2 2026, buying an estimated $120K and bringing the position to 4,111 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #52.

Team Financial Group first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Team Financial Group held 4,111 shares of iShares A.I. Innovation and Tech Active ETF worth $217K as of Q2 2026.
  • Team Financial Group bought 2,639 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $120K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.09% of Team Financial Group's portfolio in Q2 2026, its #52 holding.
  • Team Financial Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.