Alta Wealth Advisors LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1843826
Woburn, MA
Position in BAI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$897,492
+$509,048 QoQ
Shares Held
27,238
+133.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $897,492 | 27,238 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $388,444 | 11,665 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||