TRANSCEND CAPITAL ADVISORS, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1776082
MADISON, NJ
Position in BAI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$701,208
+$26,384 QoQ
Shares Held
21,281
+5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $701,208 | 21,281 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $674,824 | 20,265 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $787,661 | 23,058 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $345,449 | 11,974 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||