WWM
BAI

Western Wealth Management’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Western Wealth Management’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
Q1 		$3.25M Buy
98,589
+48,462
+97% +$1.66M 0.12% 180
2025
Q4 		$1.67M Buy
50,127
+39,593
+376% +$1.37M 0.08% 252
2025
Q3 		$360K Buy
+10,534
New +$332K 0.02% 539

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Western Wealth Management's BAI Position: Q1 2026 in Review

Western Wealth Management increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 97% in Q1 2026, buying an estimated $1.66M and bringing the position to 98,589 shares worth $3.25M. The position accounts for 0.12% of the portfolio, ranked #180.

Western Wealth Management first reported a position in BAI in Q3 2025 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Western Wealth Management held 98,589 shares of iShares A.I. Innovation and Tech Active ETF worth $3.25M as of Q1 2026.
  • Western Wealth Management bought 48,462 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $1.66M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.12% of Western Wealth Management's portfolio in Q1 2026, its #180 holding.
  • Western Wealth Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.