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AE Wealth Management’s BlackRock Advantage Large Cap Income ETF BALI Stock Holding History

AE Wealth Management’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$91.1K Buy
3,027
+83
+3% +$2.5K ﹤0.01% 1505
2025
Q1 		$84.8K Sell
2,944
-11
-0.4% -$317 ﹤0.01% 1482
2024
Q4 		$89.4K Buy
+2,955
New +$89.4K ﹤0.01% 1458