BCU Wealth Advisors, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2003570
Vernon Hills, IL
Position in BAI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,536,392
+$91,172 QoQ
Shares Held
46,628
+7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.17%
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 | $1,536,392 | 46,628 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $1,445,220 | 43,400 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,388,228 | 40,639 | Shares | Defined | 2025-10-16 | |
| 2025-06-30 | $252,552 | 8,754 | Shares | Defined | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||