UFPG
BAI

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

United Financial Planning 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 		– Sell
-15
Closed -$494 – 545
2026
Q1 		$494 Hold
15
– – ﹤0.01% 449
2025
Q4 		$500 Sell
15
-344
-96% -$11.9K ﹤0.01% 397
2025
Q3 		$12.3K Buy
+359
New +$11.3K 0.01% 143

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

United Financial Planning Group's BAI Position: Q2 2026 in Review

United Financial Planning Group sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026, closing a stake of 15 shares — an estimated $494 sold.

United Financial Planning Group first reported a position in BAI in Q3 2025 and held it in 3 quarters. The position peaked at $12.3K in Q3 2025. 661 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • United Financial Planning Group reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 15 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $494.
  • United Financial Planning Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and held it in 3 quarters.
  • United Financial Planning Group's iShares A.I. Innovation and Tech Active ETF position peaked at $12.3K in Q3 2025.
  • 661 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.