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

United Advisor 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	$4.04M	Buy	76,672 +1,049	+1%	+$47.7K	0.43%	56
2026 Q1	$2.49M	Buy	75,623 +7,167	+10%	+$246K	0.31%	87
2025 Q4	$2.28M	Buy	68,456 +55,355	+423%	+$1.92M	0.28%	88
2025 Q3	$448K	Buy	13,101 +2,997	+30%	+$94.5K	0.06%	281
2025 Q2	$292K	Buy	+10,104	New	+$247K	0.05%	317

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

United Advisor Group's BAI Position: Q2 2026 in Review

United Advisor Group increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 1.4% in Q2 2026, buying an estimated $47.7K and bringing the position to 76,672 shares worth $4.04M. The position accounts for 0.43% of the portfolio, ranked #56.

United Advisor Group 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.

United Advisor Group held 76,672 shares of iShares A.I. Innovation and Tech Active ETF worth $4.04M as of Q2 2026.
United Advisor Group bought 1,049 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $47.7K.
iShares A.I. Innovation and Tech Active ETF made up 0.43% of United Advisor Group's portfolio in Q2 2026, its #56 holding.
United Advisor 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.
660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.