Cardinal Strategic Wealth Guidance
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1801989
LOUISVILLE, KY
Position in BAI
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$9,428,444
+$1,334,480 QoQ
Shares Held
286,144
+17.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
21.23%
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 | $9,428,444 | 286,144 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,093,964 | 243,062 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,645,794 | 106,727 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,087,873 | 107,032 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||