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

Clarity Wealth Advisors’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	$582K	Buy	17,200 +200	+1%	+$6.62K	0.1%	67
2026 Q1	$524K	Buy	+17,000	New	+$540K	0.11%	62

Other funds holding BALI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $178M AUM

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Clarity Wealth Advisors's BALI Position: Q2 2026 in Review

Clarity Wealth Advisors increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 1.2% in Q2 2026, buying an estimated $6.62K and bringing the position to 17,200 shares worth $582K. The position accounts for 0.1% of the portfolio, ranked #67.

Clarity Wealth Advisors first reported a position in BALI in Q1 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

Clarity Wealth Advisors held 17,200 shares of iShares U.S. Large Cap Premium Income Active ETF worth $582K as of Q2 2026.
Clarity Wealth Advisors bought 200 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $6.62K.
iShares U.S. Large Cap Premium Income Active ETF made up 0.1% of Clarity Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Clarity Wealth Advisors 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.
77 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.