Sigma Planning Corp
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1449126
ANN ARBOR, MI
Position in BAI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,047,744
+$100,526 QoQ
Shares Held
31,798
+11.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $1,047,744 | 31,798 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $947,218 | 28,445 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $837,500 | 24,517 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $278,229 | 9,644 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||