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STACKSTONE WEALTH, LLC’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.67M Buy
+48,424
New +$1.66M 0.16% 148

Other funds holding BALI

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
SCS
Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

STACKSTONE WEALTH, LLC's BALI Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q3 2026: 48,424 shares worth $1.67M. The stake represents 0.16% of the portfolio and ranks #148 among its holdings.

27 funds tracked by Wall St. Rank hold BALI as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 48,424 shares of iShares U.S. Large Cap Premium Income Active ETF worth $1.67M as of Q3 2026.
  • iShares U.S. Large Cap Premium Income Active ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.16% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #148 holding.
  • 27 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.