Wealth Enhancement Advisory Services
BAI

Wealth Enhancement Advisory Services’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.4M Sell
217,012
-48,732
-18% -$2.21M 0.02% 658
2026
Q1 		$9.09M Buy
265,744
+238,362
+871% +$8.18M 0.02% 633
2025
Q4 		$943K Buy
27,382
+19,544
+249% +$678K ﹤0.01% 1999
2025
Q3 		$272K Buy
+7,838
New +$247K ﹤0.01% 2878

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Wealth Enhancement Advisory Services's BAI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 18% in Q2 2026, selling an estimated $2.21M and leaving 217,012 shares worth $10.4M. The position accounts for 0.02% of the portfolio, ranked #658.

Wealth Enhancement Advisory Services first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 217,012 shares of iShares A.I. Innovation and Tech Active ETF worth $10.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 48,732 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $2.21M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #658 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.