CreativeOne Wealth, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1739728
OVERLAND PARK, KS
Position in BAI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$32,963,337
+$6,277,462 QoQ
Shares Held
625,253
-22.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#26
of 180 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,963,337 | 625,253 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $26,685,875 | 809,890 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $25,059,715 | 752,544 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $23,747,587 | 695,187 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $9,953,105 | 344,995 | Shares | Other | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||