Quadrant Private Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1727454
Center Valley, PA
Position in BAI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$6,027,873
+$594,779 QoQ
Shares Held
182,940
+12.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.41%
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 | $6,027,873 | 182,940 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,433,094 | 163,156 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,649,995 | 136,124 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,565,199 | 54,253 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||