AlphaCore Capital’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

AlphaCore Capital’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	$26.1K	Buy	+756	New	+$26K	﹤0.01%	1569

Other funds holding BALI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

AlphaCore Capital's BALI Position: Q3 2026 in Review

AlphaCore Capital opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q3 2026: 756 shares worth $26.1K. The stake represents ﹤0.01% of the portfolio and ranks #1569 among its holdings.

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

AlphaCore Capital held 756 shares of iShares U.S. Large Cap Premium Income Active ETF worth $26.1K as of Q3 2026.
iShares U.S. Large Cap Premium Income Active ETF was a new AlphaCore Capital position in Q3 2026.
iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1569 holding.
122 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.