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Action Point Financial Planning’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Action Point Financial Planning’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 		$2.76M Buy
+81,581
New +$2.7M 0.28% 74

Other funds holding BALI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Action Point Financial Planning's BALI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q2 2026: 81,581 shares worth $2.76M. The stake represents 0.28% of the portfolio and ranks #74 among its holdings.

179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Action Point Financial Planning held 81,581 shares of iShares U.S. Large Cap Premium Income Active ETF worth $2.76M as of Q2 2026.
  • iShares U.S. Large Cap Premium Income Active ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.28% of Action Point Financial Planning's portfolio in Q2 2026, its #74 holding.
  • 179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.