Regal Investment Advisors LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1559789
KENTWOOD, MI
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,419,738
+$2,267,513 QoQ
Shares Held
197,643
-20.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#48
of 180 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 18%
None 82%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,419,738 | 197,643 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,152,225 | 247,412 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,811,880 | 234,591 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,084,237 | 178,110 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,066,352 | 71,624 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||