KINGSWOOD WEALTH ADVISORS, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1987855
SAN DIEGO, CA
Position in BAI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$345,843
+$39,483 QoQ
Shares Held
10,496
+14.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,843 | 10,496 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $306,360 | 9,200 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $250,495 | 7,333 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||