Zenith Solutions
BAI icon

Zenith Solutions’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Zenith Solutions’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 		$1.78M Sell
37,718
-3,544
-9% -$159K 1.58% 21
2026
Q2 		$2.18M Buy
+41,262
New +$1.87M 1.97% 15

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Zenith Solutions's BAI Position: Q3 2026 in Review

Zenith Solutions reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 8.6% in Q3 2026, selling an estimated $159K and leaving 37,718 shares worth $1.78M. The position accounts for 1.58% of the portfolio, ranked #21.

Zenith Solutions first reported a position in BAI in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.18M in Q2 2026. 622 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Zenith Solutions held 37,718 shares of iShares A.I. Innovation and Tech Active ETF worth $1.78M as of Q3 2026.
  • Zenith Solutions sold 3,544 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $159K.
  • iShares A.I. Innovation and Tech Active ETF made up 1.58% of Zenith Solutions's portfolio in Q3 2026, its #21 holding.
  • Zenith Solutions first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2026 and has held it in 2 quarters since.
  • Zenith Solutions's iShares A.I. Innovation and Tech Active ETF position peaked at $2.18M in Q2 2026.
  • 622 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Zenith Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.