APFP
BALQ

Action Point Financial Planning’s iShares Nasdaq Premium Income Active ETF BALQ Stock Holding History

Action Point Financial Planning’s Portfolio BALQ Stock Details BALQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45K Buy
+25
New +$1.35K ﹤0.01% 2371

Other funds holding BALQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in iShares Nasdaq Premium Income Active ETF (BALQ) in Q2 2026: 25 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #2371 among its holdings.

3 funds tracked by Wall St. Rank hold BALQ as of Q2 2026.

  • Action Point Financial Planning held 25 shares of iShares Nasdaq Premium Income Active ETF worth $1.45K as of Q2 2026.
  • iShares Nasdaq Premium Income Active ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares Nasdaq Premium Income Active ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2371 holding.
  • 3 funds tracked by Wall St. Rank held iShares Nasdaq Premium Income Active ETF as of Q2 2026.

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