B. Riley Wealth Advisors, Inc.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1464811
MEMPHIS, TN
Position in BAI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,780,815
+$30,268 QoQ
Shares Held
54,046
+2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
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 | $1,780,815 | 54,046 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,750,547 | 52,569 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,694,062 | 49,592 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $551,410 | 19,113 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||