CFS Investment Advisory Services, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1845688
TOTOWA, NJ
Position in BAI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$15,653,622
-$206,468 QoQ
Shares Held
475,072
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.91%
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 | $15,653,622 | 475,072 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $15,860,090 | 476,279 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,880,813 | 435,621 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,237,168 | 216,193 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||