Retirement Wealth Solutions LLC
PensionPosition in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2044741
MARSHFIELD, WI
Position in BAI
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,968,334
+$245,959 QoQ
Shares Held
59,737
+15.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.89%
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 | $1,968,334 | 59,737 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,722,375 | 51,723 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,746,156 | 51,117 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $484,708 | 16,801 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||