WCG Wealth Advisors LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1855713
LAS VEGAS, NV
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,497,325
+$711,865 QoQ
Shares Held
104,274
-28.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#70
of 180 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,497,325 | 104,274 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,785,460 | 145,234 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,571,990 | 137,297 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||