Kelly Financial Services LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2023336
BRAINTREE, MA
Position in BAI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$11,209,029
+$441,441 QoQ
Shares Held
340,183
+5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
22.81%
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 | $11,209,029 | 340,183 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,767,588 | 323,351 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $10,205,163 | 298,746 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,258,114 | 182,257 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||