ALTERNA WEALTH MANAGEMENT, INC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1767699
HOUSTON, TX
Position in BAI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$618,768
+$137,051 QoQ
Shares Held
18,779
+29.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.10%
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 | $618,768 | 18,779 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $481,717 | 14,466 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $480,733 | 14,073 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||