United Advisor Group, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2004873
CINCINNATI, OH
Position in BAI
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,491,777
+$212,193 QoQ
Shares Held
75,623
+10.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.68%
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 | $2,491,777 | 75,623 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,279,584 | 68,456 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $447,530 | 13,101 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $291,500 | 10,104 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||