Stratos Wealth Partners, LTD.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1612865
BEACHWOOD, OH
Position in BAI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$23,486,970
+$9,205,485 QoQ
Shares Held
445,504
+2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#30
of 180 holders
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,486,970 | 445,504 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,281,485 | 433,429 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,512,346 | 225,596 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,548,643 | 74,609 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||