Apollon Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1764387
MOUNT PLEASANT, SC
Position in BAI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$6,346,664
+$339,245 QoQ
Shares Held
192,615
+6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
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 | $6,346,664 | 192,615 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,007,419 | 180,403 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,122,258 | 120,675 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $730,078 | 25,306 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||