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Atria Wealth Solutions’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$509K Sell
16,899
-7,854
-32% -$224K 0.01% 902
2025
Q1 		$713K Buy
24,753
+2,198
+10% +$66.2K 0.01% 1023
2024
Q4 		$682K Buy
+22,555
New +$694K 0.01% 1094

Other funds holding BALI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's BALI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 32% in Q2 2025, selling an estimated $224K and leaving 16,899 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #902.

Atria Wealth Solutions first reported a position in BALI in Q4 2024 and has held it in 3 quarters since. The position peaked at $713K in Q1 2025. 83 funds tracked by Wall St. Rank hold BALI as of Q2 2025.

  • Atria Wealth Solutions held 16,899 shares of iShares U.S. Large Cap Premium Income Active ETF worth $509K as of Q2 2025.
  • Atria Wealth Solutions sold 7,854 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2025, an estimated $224K.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #902 holding.
  • Atria Wealth Solutions first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2024 and has held it in 3 quarters since.
  • Atria Wealth Solutions's iShares U.S. Large Cap Premium Income Active ETF position peaked at $713K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.