WANY
BAI

Wealthspire Advisors (New York)’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-285
Closed -$9.74K – 3021
2025
Q3 		$9.74K Buy
+285
New +$8.99K ﹤0.01% 2034

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wealthspire Advisors (New York)'s BAI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q4 2025, closing a stake of 285 shares — an estimated $9.74K sold.

Wealthspire Advisors (New York) first reported a position in BAI in Q3 2025 and held it in 1 quarter. The position peaked at $9.74K in Q3 2025. 508 funds tracked by Wall St. Rank hold BAI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 285 iShares A.I. Innovation and Tech Active ETF shares in Q4 2025, an estimated $9.74K.
  • Wealthspire Advisors (New York) first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares A.I. Innovation and Tech Active ETF position peaked at $9.74K in Q3 2025.
  • 508 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.