Strategies Wealth Advisors, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1976435
GRAND RAPIDS, MI
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,339,460
+$6,034,311 QoQ
Shares Held
158,184
+126.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.40%
of 13F equity value
Holder Rank
#57
of 180 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,339,460 | 158,184 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,305,149 | 69,959 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||