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

Concurrent Investment 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 		$1.24M Buy
36,628
+9,832
+37% +$325K 0.01% 913
2026
Q1 		$826K Buy
+26,796
New +$852K 0.01% 962

Other funds holding BALI

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Concurrent Investment Advisors's BALI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 37% in Q2 2026, buying an estimated $325K and bringing the position to 36,628 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #913.

Concurrent Investment Advisors first reported a position in BALI in Q1 2026 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Concurrent Investment Advisors held 36,628 shares of iShares U.S. Large Cap Premium Income Active ETF worth $1.24M as of Q2 2026.
  • Concurrent Investment Advisors bought 9,832 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $325K.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #913 holding.
  • Concurrent Investment 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.
  • 179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.