AWM
BALI icon

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

Avior Wealth Management’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 		$23M Sell
680,906
-31,696
-4% -$1.05M 0.61% 41
2026
Q1 		$22M Buy
+712,602
New +$22.6M 0.62% 40

Other funds holding BALI

PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Avior Wealth Management's BALI Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 4.4% in Q2 2026, selling an estimated $1.05M and leaving 680,906 shares worth $23M. The position accounts for 0.61% of the portfolio, ranked #41.

Avior Wealth Management first reported a position in BALI in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Avior Wealth Management held 680,906 shares of iShares U.S. Large Cap Premium Income Active ETF worth $23M as of Q2 2026.
  • Avior Wealth Management sold 31,696 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $1.05M.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.61% of Avior Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Avior Wealth Management first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.