J.W. COLE ADVISORS, INC.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1404763
TAMPA, FL
Position in BAI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,753,071
+$156,870 QoQ
Shares Held
83,553
+7.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,753,071 | 83,553 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,596,201 | 77,964 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,238,538 | 65,531 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $546,072 | 18,928 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||