Aptus Capital Advisors, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1664193
FAIRHOPE, AL
Position in BAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$168,387
+$100,708 QoQ
Shares Held
3,194
+55.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 180 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,387 | 3,194 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $67,679 | 2,054 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $63,869 | 1,918 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $45,876 | 1,343 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,512 | 711 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,390 | 429 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,723 | 396 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||