Buttonwood Financial Group, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1847661
Kansas City, MO
Position in BAI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$11,650,889
+$2,097,752 QoQ
Shares Held
353,593
+23.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
59.95%
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 | $11,650,889 | 353,593 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $9,553,137 | 286,881 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $15,004,916 | 439,254 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||