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Ishares Ai Invatn And Tec Act Etf shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services 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 Cypress Wealth Services 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.3M 249k 33.30
2025-09-30 $7.2M 212k 34.16
2025-06-30 $3.1M 108k 28.85

More positions owned by Cypress Wealth Services

Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
NVIDIA Corporation (NVDA)

View all positions for Cypress Wealth Services

Top funds holding Ishares Ai Invatn And Tec Act Etf

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

View all funds holding Ishares Ai Invatn And Tec Act Etf