ASGL
BAI

Advisory Solutions Group, LLC’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Advisory Solutions Group, LLC’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 		$525K Buy
+9,957
New +$452K 0.18% 111

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Advisory Solutions Group, LLC's BAI Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 9,957 shares worth $525K. The stake represents 0.18% of the portfolio and ranks #111 among its holdings.

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

  • Advisory Solutions Group, LLC held 9,957 shares of iShares A.I. Innovation and Tech Active ETF worth $525K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.18% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #111 holding.
  • 296 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.