Abundance Wealth Counselors
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1767080
STATE COLLEGE, PA
Position in BAI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$36,713,450
+$60,673 QoQ
Shares Held
1,114,217
+1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,713,450 | 1,114,217 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $36,652,777 | 1,100,684 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $37,611,526 | 1,101,040 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $28,645,280 | 992,904 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $21,285,529 | 972,386 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||