William Mack & Associates’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

William Mack & Associates’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	$17.2K	Buy	+365	New	+$16.3K	0.01%	337

Other funds holding BAI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

William Mack & Associates's BAI Position: Q3 2026 in Review

William Mack & Associates opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 365 shares worth $17.2K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings.

622 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

William Mack & Associates held 365 shares of iShares A.I. Innovation and Tech Active ETF worth $17.2K as of Q3 2026.
iShares A.I. Innovation and Tech Active ETF was a new William Mack & Associates position in Q3 2026.
iShares A.I. Innovation and Tech Active ETF made up 0.01% of William Mack & Associates's portfolio in Q3 2026, its #337 holding.
622 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.