Twin Peaks Wealth Advisors LLC Boosts Stock Holdings in iShares A.I. Innovation and Tech Active ETF $BAI

Twin Peaks Wealth Advisors LLC increased its position in shares of iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) by 130.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 102,411 shares of the company’s stock after buying an additional 57,973 shares during the period. iShares A.I. Innovation and Tech Active ETF accounts for 1.2% of Twin Peaks Wealth Advisors LLC’s holdings, making the stock its 25th biggest position. Twin Peaks Wealth Advisors LLC’s holdings in iShares A.I. Innovation and Tech Active ETF were worth $3,498,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Harbor Investment Advisory LLC raised its position in shares of iShares A.I. Innovation and Tech Active ETF by 89.5% in the third quarter. Harbor Investment Advisory LLC now owns 1,681 shares of the company’s stock worth $57,000 after acquiring an additional 794 shares during the period. AdvisorNet Financial Inc purchased a new position in shares of iShares A.I. Innovation and Tech Active ETF in the 2nd quarter valued at about $26,000. Sound Income Strategies LLC raised its holdings in iShares A.I. Innovation and Tech Active ETF by 24.5% in the 3rd quarter. Sound Income Strategies LLC now owns 8,184 shares of the company’s stock worth $294,000 after purchasing an additional 1,609 shares during the period. Parallel Advisors LLC acquired a new position in iShares A.I. Innovation and Tech Active ETF in the 2nd quarter worth about $67,000. Finally, Crowley Wealth Management Inc. boosted its position in iShares A.I. Innovation and Tech Active ETF by 104.3% during the second quarter. Crowley Wealth Management Inc. now owns 4,700 shares of the company’s stock worth $136,000 after purchasing an additional 2,400 shares in the last quarter.

iShares A.I. Innovation and Tech Active ETF Stock Up 1.0%

BAI opened at $34.30 on Thursday. The company has a market cap of $8.38 billion, a PE ratio of 45.43 and a beta of 2.60. iShares A.I. Innovation and Tech Active ETF has a twelve month low of $18.33 and a twelve month high of $38.04. The company has a 50-day moving average price of $34.00 and a 200 day moving average price of $33.33.

iShares A.I. Innovation and Tech Active ETF Profile

The iShares A.I. Innovation and Tech Active ETF (BAI) is an exchange-traded fund that mostly invests in stocks based on a particular theme. The fund is an actively managed portfolio of global AI and technology equities across all market capitalizations. Holdings are selected using proprietary, fundamental research. BAI was launched on Oct 21, 2024 and is issued by BlackRock.