Pacific Excel Wealth Advisors, Inc.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2110884
WALNUT CREEK, CA
Position in BAI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$592,935
+$250,445 QoQ
Shares Held
17,995
+75.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $592,935 | 17,995 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $342,490 | 10,285 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||