VR
BAI

Vision Retirement’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Vision Retirement’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 		$844K Buy
16,014
+2,363
+17% +$107K 0.2% 72
2026
Q1 		$450K Buy
13,651
+2,288
+20% +$78.5K 0.13% 85
2025
Q4 		$378K Buy
+11,363
New +$394K 0.1% 99

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
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Vision Retirement's BAI Position: Q2 2026 in Review

Vision Retirement increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 17% in Q2 2026, buying an estimated $107K and bringing the position to 16,014 shares worth $844K. The position accounts for 0.2% of the portfolio, ranked #72.

Vision Retirement first reported a position in BAI in Q4 2025 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Vision Retirement held 16,014 shares of iShares A.I. Innovation and Tech Active ETF worth $844K as of Q2 2026.
  • Vision Retirement bought 2,363 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $107K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.2% of Vision Retirement's portfolio in Q2 2026, its #72 holding.
  • Vision Retirement first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.