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Ishares Ai Invatn And Tec Act Etf shares owned by Oak Barrel Wealth Advisory

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

Historical chart of Oak Barrel Wealth Advisory 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 Oak Barrel Wealth Advisory 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 Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $13M 253k 52.72

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)
Blackrock Etf Trust Isha I In Te Etf (BAI)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Tech Etf (IYW)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Etf (USMV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Oak Barrel Wealth Advisory

Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Dynasty Wealth Management
Ameriprise Financial
Morgan Stanley
Bank of America Corporation
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