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Essential Investment Partners LLC’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Essential Investment Partners 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
Q2 		$74.2K Hold
2,192
– – 0.06% 135
2026
Q1 		$67.5K Hold
2,192
– – 0.06% 131
2025
Q4 		$69.4K Buy
+2,192
New +$69.3K 0.07% 121

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