U.S. Capital Wealth Advisors, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1808915
AUSTIN, TX
Position in BAI
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$9,434,771
+$785,296 QoQ
Shares Held
286,336
+10.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
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 | $9,434,771 | 286,336 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $8,649,475 | 259,744 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,650,849 | 136,149 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,177,338 | 75,471 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||