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Ishares Ai Invatn And Tec Act Etf shares owned by Clearview Wealth Advisors

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

Historical chart of Clearview Wealth Advisors 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 Clearview Wealth Advisors 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 Clearview Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 35k 33.30
2025-09-30 $485k 14k 34.16
2025-06-30 $348k 12k 28.85

More positions owned by Clearview Wealth Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Apollo Global Mgmt (APO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Clearview Wealth Advisors

Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Dynasty Wealth Management
Jpmorgan Chase & Co
Ameriprise Financial
Park Avenue Securities
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

View all funds holding Ishares Ai Invatn And Tec Act Etf