CREATIVE FINANCIAL DESIGNS INC /ADV
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 819864
KOKOMO, IN
Position in BAI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,265,609
+$146,596 QoQ
Shares Held
38,410
+14.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
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 | $1,265,609 | 38,410 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,119,013 | 33,604 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $669,775 | 19,607 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $441,982 | 15,320 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||