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

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

Historical chart of LiftPoint Family Wealth Advisors 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 LiftPoint Family 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 LiftPoint Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.5M 107k 32.95

More positions owned by LiftPoint Family Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Long Term Muni (LMUB)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Ishares Large Ca (BLCR)
Apple (AAPL)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for LiftPoint Family Wealth Advisors

Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Dynasty Wealth Management
Ameriprise Financial
Morgan Stanley
OpenArc Corporate Advisory
Sagespring Wealth Partners
Bank of America Corporation
Park Avenue Securities
CWM
Envestnet Portfolio Solutions
Mml Investors Services
Cetera Investment Advisers
Janney Montgomery Scott
Raymond James Financial

View all funds holding Ishares Ai Invatn And Tec Act Etf