VAG
BAI

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

VisionPoint Advisory 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
Q3 		$4.27M Buy
90,577
+34,362
+61% +$1.54M 0.67% 34
2026
Q2 		$2.96M Buy
56,215
+48,385
+618% +$2.2M 0.48% 52
2026
Q1 		$258K Buy
+7,830
New +$269K 0.05% 368

Other funds holding BAI

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

VisionPoint Advisory Group's BAI Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 61% in Q3 2026, buying an estimated $1.54M and bringing the position to 90,577 shares worth $4.27M. The position accounts for 0.67% of the portfolio, ranked #34.

VisionPoint Advisory Group first reported a position in BAI in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • VisionPoint Advisory Group held 90,577 shares of iShares A.I. Innovation and Tech Active ETF worth $4.27M as of Q3 2026.
  • VisionPoint Advisory Group bought 34,362 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $1.54M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.67% of VisionPoint Advisory Group's portfolio in Q3 2026, its #34 holding.
  • VisionPoint Advisory Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.