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Ishares Ai Invatn And Tec Act Etf shares owned by Apex Wealth Management

Quarter-by-quarter ownership of Ishares Ai Invatn And Tec Act Etf (BAI) shares owned by Apex Wealth Management from 13F filings

Historical chart of Apex Wealth Management investment in Ishares Ai Invatn And Tec Act Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ai Invatn And Tec Act Etf held by Apex Wealth Management 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 Apex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $357k 10k 34.90
2025-09-30 $320k 9.4k 34.16
2025-06-30 $260k 9.0k 28.85

More positions owned by Apex Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Fidelity Covington Trust Intl Multifactor (FDEV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Amazon (AMZN)
Tesla Motors (TSLA)
Apple (AAPL)

View all positions for Apex Wealth Management

Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
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Envestnet Portfolio Solutions
Mml Investors Services
CWM
Sagespring Wealth Partners
Cetera Investment Advisers
Janney Montgomery Scott
Goss Wealth Management
Bank of New York Mellon
Raymond James Financial
Ameriprise Financial

View all funds holding Ishares Ai Invatn And Tec Act Etf