Strategic Wealth Partners, Ltd.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1720777
INDEPENDENCE, OH
Position in BAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$60,628
+$22,769 QoQ
Shares Held
1,150
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#164
of 180 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $60,628 | 1,150 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $37,859 | 1,149 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $30,702 | 922 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $367,732 | 10,765 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||