Advyzon Investment Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2011872
LISLE, IL
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,161,287
+$392,105 QoQ
Shares Held
97,900
-32.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#72
of 180 holders
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,161,287 | 97,900 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,769,182 | 144,740 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,266,263 | 98,086 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $400,389 | 11,721 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||