Advocacy Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1569452
ATLANTA, GA
Position in BAI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$54,283,543
+$2,723,821 QoQ
Shares Held
1,647,452
+6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
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 | $54,283,543 | 1,647,452 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $51,559,722 | 1,548,340 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $48,492,886 | 1,419,581 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,126,250 | 697,617 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||