Tradition Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1843010
EDINA, MN
Position in BAI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,347,554
+$1,174,799 QoQ
Shares Held
82,465
-14.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#76
of 180 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,347,554 | 82,465 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,172,755 | 96,290 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,097,832 | 93,028 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,030,265 | 88,708 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,101,319 | 38,174 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||