Carson Wealth (CWM LLC)
BALI icon

Carson Wealth (CWM LLC)’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$3.73K Buy
121
+51
+73% +$1.62K ﹤0.01% 5124
2025
Q4 		$2K Buy
+70
New +$2.21K ﹤0.01% 5055

Other funds holding BALI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BALI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 73% in Q1 2026, buying an estimated $1.62K and bringing the position to 121 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #5124.

Carson Wealth (CWM LLC) first reported a position in BALI in Q4 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold BALI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 121 shares of iShares U.S. Large Cap Premium Income Active ETF worth $3.73K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 51 iShares U.S. Large Cap Premium Income Active ETF shares in Q1 2026, an estimated $1.62K.
  • iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5124 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.