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

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

Historical chart of Pacific Excel 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 Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $343k 10k 33.31

More positions owned by Pacific Excel Wealth Advisors

Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Vanguard World Mega Cap Val Etf (MGV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Chevron Corporation (CVX)
First Tr Exchange-traded Limited Duration (FSIG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
First Tr Exchange-traded Growth Strength (FTGS)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Com Shs (FTA)

View all positions for Pacific Excel Wealth Advisors

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
CWM
Sagespring Wealth Partners
Mml Investors Services
Cetera Investment Advisers
Janney Montgomery Scott
Goss Wealth Management
Bank of New York Mellon
Ameriprise Financial
Sofi Wealth

View all funds holding Ishares Ai Invatn And Tec Act Etf