AE Wealth Management LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1697723
TOPEKA, KS
Position in BAI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$32,939,351
+$2,139,618 QoQ
Shares Held
999,677
+8.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,939,351 | 999,677 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $30,799,733 | 924,917 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $29,448,411 | 862,073 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $10,827,693 | 375,310 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||