VPP
BAI

Vertex Planning Partners’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Vertex Planning Partners’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 		$9.02M Buy
171,060
+12,715
+8% +$578K 1.34% 18
2026
Q1 		$5.22M Buy
158,345
+14,659
+10% +$503K 1.01% 19
2025
Q4 		$4.78M Buy
143,686
+2,388
+2% +$82.8K 1.11% 20
2025
Q3 		$4.83M Buy
141,298
+81,716
+137% +$2.58M 0.93% 27
2025
Q2 		$1.72M Buy
+59,582
New +$1.46M 0.36% 51

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

Vertex Planning Partners's BAI Position: Q2 2026 in Review

Vertex Planning Partners increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 8% in Q2 2026, buying an estimated $578K and bringing the position to 171,060 shares worth $9.02M. The position accounts for 1.34% of the portfolio, ranked #18.

Vertex Planning Partners first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Vertex Planning Partners held 171,060 shares of iShares A.I. Innovation and Tech Active ETF worth $9.02M as of Q2 2026.
  • Vertex Planning Partners bought 12,715 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $578K.
  • iShares A.I. Innovation and Tech Active ETF made up 1.34% of Vertex Planning Partners's portfolio in Q2 2026, its #18 holding.
  • Vertex Planning Partners first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.