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

Superior Planning, 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 		$44.6K Buy
+1,293
New +$44.4K 0.02% 413

Other funds holding BALI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Superior Planning, LLC's BALI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q3 2026: 1,293 shares worth $44.6K. The stake represents 0.02% of the portfolio and ranks #413 among its holdings.

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

  • Superior Planning, LLC held 1,293 shares of iShares U.S. Large Cap Premium Income Active ETF worth $44.6K as of Q3 2026.
  • iShares U.S. Large Cap Premium Income Active ETF was a new Superior Planning, LLC position in Q3 2026.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #413 holding.
  • 146 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.