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 Q2	$1.37M	Buy	+25,977	New	+$1.18M	0.17%	104

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Third View Private Wealth's BAI Position: Q2 2026 in Review

Third View Private Wealth opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 25,977 shares worth $1.37M. The stake represents 0.17% of the portfolio and ranks #104 among its holdings.

437 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Third View Private Wealth held 25,977 shares of iShares A.I. Innovation and Tech Active ETF worth $1.37M as of Q2 2026.
iShares A.I. Innovation and Tech Active ETF was a new Third View Private Wealth position in Q2 2026.
iShares A.I. Innovation and Tech Active ETF made up 0.17% of Third View Private Wealth's portfolio in Q2 2026, its #104 holding.
437 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.