A4 Wealth Advisors LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2033987
HUNTERSVILLE, NC
Position in BAI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,835,610
+$1,085,696 QoQ
Shares Held
116,407
+41.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $3,835,610 | 116,407 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,749,914 | 82,580 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,550,078 | 45,377 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||