Kestra Advisory Services, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1830819
AUSTIN, TX
Position in BAI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$18,851,452
+$11,713,331 QoQ
Shares Held
572,123
+166.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
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 | $18,851,452 | 572,123 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,138,121 | 214,358 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,673,292 | 166,080 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,151,286 | 74,568 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||