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Cornerstone Planning Group’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Cornerstone Planning Group’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 		$6.63K Sell
195
-384
-66% -$12.7K ﹤0.01% 1015
2026
Q1 		$19.1K Buy
+579
New +$18.4K ﹤0.01% 685
2025
Q2 		– Sell
-377
Closed -$10.3K – 1541
2025
Q1 		$10.3K Buy
+377
New +$11.4K ﹤0.01% 562

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

Cornerstone Planning Group's BALI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 66% in Q2 2026, selling an estimated $12.7K and leaving 195 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Cornerstone Planning Group first reported a position in BALI in Q1 2025 and has held it in 3 quarters since. The position peaked at $19.1K in Q1 2026. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Cornerstone Planning Group held 195 shares of iShares U.S. Large Cap Premium Income Active ETF worth $6.63K as of Q2 2026.
  • Cornerstone Planning Group sold 384 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $12.7K.
  • iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1015 holding.
  • Cornerstone Planning Group first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q1 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's iShares U.S. Large Cap Premium Income Active ETF position peaked at $19.1K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.