Fulcrum Equity Management
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1737888
PLANO, TX
Position in BAI
as of Mar 31, 2026
· filed Apr 2, 2026
Position Value
$380,341
+$1,554 QoQ
Shares Held
11,543
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $380,341 | 11,543 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $378,787 | 11,375 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $382,045 | 11,184 | Shares | Sole | 2026-01-06 | |
| No filing history on record for this holder in this stock. | ||||||