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BOLTON SECURITIES CORPORATION’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$29K Buy
+880
New +$30.2K ﹤0.01% 1360
2025
Q3 		$15.5K Buy
+455
New +$14.4K ﹤0.01% 1448

Other funds holding BAI

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BAI Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q1 2026: 880 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in BAI as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in BAI in Q3 2025 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 880 shares of iShares A.I. Innovation and Tech Active ETF worth $29K as of Q1 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1360 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 2 quarters since.
  • 547 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.