Cypress Wealth Services, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1721527
PALM DESERT, CA
Position in BAI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$8,802,427
+$510,961 QoQ
Shares Held
267,145
+7.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.08%
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 | $8,802,427 | 267,145 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $8,291,466 | 248,993 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $7,226,923 | 211,561 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,115,598 | 107,993 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||