Cetera Investment Advisers
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Cetera Investment Advisers’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Cetera Investment Advisers’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 		$19.7M Buy
639,187
+53,054
+9% +$1.69M 0.02% 688
2025
Q4 		$18.6M Buy
586,133
+59,742
+11% +$1.89M 0.02% 703
2025
Q3 		$16.7M Buy
526,391
+76,559
+17% +$2.36M 0.02% 715
2025
Q2 		$13.5M Buy
449,832
+187,250
+71% +$5.33M 0.02% 674
2025
Q1 		$7.56M Buy
262,582
+34,452
+15% +$1.04M 0.01% 906
2024
Q4 		$6.9M Buy
+228,130
New +$7.02M 0.01% 870

Other funds holding BALI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Cetera Investment Advisers's BALI Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 9.1% in Q1 2026, buying an estimated $1.69M and bringing the position to 639,187 shares worth $19.7M. The position accounts for 0.02% of the portfolio, ranked #688.

Cetera Investment Advisers first reported a position in BALI in Q4 2024 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold BALI as of Q1 2026.

  • Cetera Investment Advisers held 639,187 shares of iShares U.S. Large Cap Premium Income Active ETF worth $19.7M as of Q1 2026.
  • Cetera Investment Advisers bought 53,054 iShares U.S. Large Cap Premium Income Active ETF shares in Q1 2026, an estimated $1.69M.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #688 holding.
  • Cetera Investment Advisers first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2024 and has held it in 6 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 Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.