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Ishares Ai Invatn And Tec Act Etf shares owned by Advus Financial Partners

Quarter-by-quarter ownership of Ishares Ai Invatn And Tec Act Etf (BAI) shares owned by Advus Financial Partners from 13F filings

Historical chart of Advus Financial Partners investment in Ishares Ai Invatn And Tec Act Etf

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All positions including Ishares Ai Invatn And Tec Act Etf held by Advus Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ai Invatn And Tec Act Etf by Advus Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.3M 63k 52.72
2026-03-31 $1.7M 52k 32.95
2025-12-31 $1.3M 39k 33.30
2025-09-30 $719k 21k 34.16
2025-06-30 $223k 7.7k 28.85

More positions owned by Advus Financial Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)

View all positions for Advus Financial Partners

Top funds holding Ishares Ai Invatn And Tec Act Etf

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Ameriprise Financial
Morgan Stanley
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Mml Investors Services
CWM
Park Avenue Securities
OpenArc Corporate Advisory
Sagespring Wealth Partners
Raymond James Financial
Cetera Investment Advisers
Envestnet Portfolio Solutions

View all funds holding Ishares Ai Invatn And Tec Act Etf