Global Wealth Strategies & Associates
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1912297
DENVER, CO
Position in BAI
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$690,829
-$1,604,606 QoQ
Shares Held
20,966
-69.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $690,829 | 20,966 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $2,295,435 | 68,932 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $2,031,529 | 59,471 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $995,151 | 34,494 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||