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Ishares Ai Invatn And Tec Act Etf shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services 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 UMA Financial 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 369k 33.30
2025-09-30 $12M 340k 34.16
2025-06-30 $3.9M 136k 28.85
2025-03-31 $12k 540 21.89
2024-12-31 $15k 540 27.08

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial 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
Ameriprise Financial
Commonwealth Equity Services

View all funds holding Ishares Ai Invatn And Tec Act Etf