Accelerate Investment Advisors LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2035216
Aliso Viejo, CA
Position in BAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,122,092
+$410,405 QoQ
Shares Held
21,284
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.59%
of 13F equity value
Holder Rank
#108
of 180 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,092 | 21,284 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $711,687 | 21,599 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $653,412 | 19,622 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $616,895 | 18,059 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $244,215 | 8,465 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||