JOURNEY STRATEGIC WEALTH LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1909316
SUMMIT, NJ
Position in BAI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,051,763
+$215,801 QoQ
Shares Held
62,269
+12.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
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 | $2,051,763 | 62,269 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,835,962 | 55,134 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $203,661 | 5,962 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||