C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1965756
Westlake, OH
Position in BAI
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$31,168,195
+$9,036,183 QoQ
Shares Held
945,924
+42.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,168,195 | 945,924 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $22,132,012 | 664,625 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $18,093,527 | 529,670 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,906,143 | 204,719 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||