Third View Private Wealth
BAI icon

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

Third View Private Wealth’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
Q3 		$1.99M Buy
42,253
+16,276
+63% +$729K 0.24% 90
2026
Q2 		$1.37M Buy
+25,977
New +$1.18M 0.17% 104

Other funds holding BAI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Third View Private Wealth's BAI Position: Q3 2026 in Review

Third View Private Wealth increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 63% in Q3 2026, buying an estimated $729K and bringing the position to 42,253 shares worth $1.99M. The position accounts for 0.24% of the portfolio, ranked #90.

Third View Private Wealth first reported a position in BAI in Q2 2026 and has held it in 2 quarters since. 426 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Third View Private Wealth held 42,253 shares of iShares A.I. Innovation and Tech Active ETF worth $1.99M as of Q3 2026.
  • Third View Private Wealth bought 16,276 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $729K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.24% of Third View Private Wealth's portfolio in Q3 2026, its #90 holding.
  • Third View Private Wealth first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 426 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.