TWP
BAI

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

Tempus Wealth Planning’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 		$2.1M Buy
39,879
+2,155
+6% +$97.9K 0.41% 66
2026
Q1 		$1.24M Buy
37,724
+12,099
+47% +$415K 0.29% 102
2025
Q4 		$853K Buy
25,625
+2,608
+11% +$90.4K 0.2% 132
2025
Q3 		$786K Buy
23,017
+15,166
+193% +$478K 0.18% 139
2025
Q2 		$227K Buy
+7,851
New +$192K 0.06% 242

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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Tempus Wealth Planning's BAI Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 5.7% in Q2 2026, buying an estimated $97.9K and bringing the position to 39,879 shares worth $2.1M. The position accounts for 0.41% of the portfolio, ranked #66.

Tempus Wealth Planning first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Tempus Wealth Planning held 39,879 shares of iShares A.I. Innovation and Tech Active ETF worth $2.1M as of Q2 2026.
  • Tempus Wealth Planning bought 2,155 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $97.9K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.41% of Tempus Wealth Planning's portfolio in Q2 2026, its #66 holding.
  • Tempus Wealth Planning first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.