XY Planning Network’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

XY Planning Network’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	$2.53M	Buy	53,659 +7,641	+17%	+$342K	0.27%	81
2026 Q2	$2.43M	Sell	46,018 -6,055	-12%	-$275K	0.3%	77
2026 Q1	$1.77M	Buy	52,073 +15,655	+43%	+$537K	0.28%	82
2025 Q4	$1.21M	Buy	+36,418	New	+$1.26M	0.21%	109

Other funds holding BAI

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

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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

XY Planning Network's BAI Position: Q3 2026 in Review

XY Planning Network increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 17% in Q3 2026, buying an estimated $342K and bringing the position to 53,659 shares worth $2.53M. The position accounts for 0.27% of the portfolio, ranked #81.

XY Planning Network first reported a position in BAI in Q4 2025 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

XY Planning Network held 53,659 shares of iShares A.I. Innovation and Tech Active ETF worth $2.53M as of Q3 2026.
XY Planning Network bought 7,641 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $342K.
iShares A.I. Innovation and Tech Active ETF made up 0.27% of XY Planning Network's portfolio in Q3 2026, its #81 holding.
XY Planning Network first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 4 quarters since.
209 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.