PUREfi Wealth, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2001520
BOSTON, MA
Position in BAI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,249,595
+$553,193 QoQ
Shares Held
37,924
+81.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.22%
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 | $1,249,595 | 37,924 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $696,402 | 20,913 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $214,012 | 6,265 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||