Sovereign Financial Group, Inc.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1846175
STAMFORD, CT
Position in BAI
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$984,117
+$25,877 QoQ
Shares Held
29,867
+3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $984,117 | 29,867 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $958,240 | 28,776 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $999,214 | 29,251 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||