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 Q2	$41.5M	Buy	1,227,887 +588,700	+92%	+$19.5M	0.04%	460
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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers's BALI Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 92% in Q2 2026, buying an estimated $19.5M and bringing the position to 1,227,887 shares worth $41.5M. The position accounts for 0.04% of the portfolio, ranked #460.

Cetera Investment Advisers first reported a position in BALI in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

Cetera Investment Advisers held 1,227,887 shares of iShares U.S. Large Cap Premium Income Active ETF worth $41.5M as of Q2 2026.
Cetera Investment Advisers bought 588,700 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $19.5M.
iShares U.S. Large Cap Premium Income Active ETF made up 0.04% of Cetera Investment Advisers's portfolio in Q2 2026, its #460 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 7 quarters since.
179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.