UFA
BAI

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

Unify Financial Advisors’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 		$1.22M Sell
23,054
-8,143
-26% -$370K 1.12% 25
2026
Q1 		$1.03M Buy
31,197
+3,426
+12% +$118K 1.07% 26
2025
Q4 		$925K Buy
+27,771
New +$963K 0.96% 28

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
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
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
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Unify Financial Advisors's BAI Position: Q2 2026 in Review

Unify Financial Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 26% in Q2 2026, selling an estimated $370K and leaving 23,054 shares worth $1.22M. The position accounts for 1.12% of the portfolio, ranked #25.

Unify Financial Advisors first reported a position in BAI in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Unify Financial Advisors held 23,054 shares of iShares A.I. Innovation and Tech Active ETF worth $1.22M as of Q2 2026.
  • Unify Financial Advisors sold 8,143 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $370K.
  • iShares A.I. Innovation and Tech Active ETF made up 1.12% of Unify Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Unify Financial Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.