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

Cornerstone Wealth 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	$6.11M	Buy	180,670 +2,462	+1%	+$81.4K	0.36%	78
2026 Q1	$5.77M	Buy	178,208 +166,545	+1,428%	+$5.29M	0.37%	75
2025 Q4	$369K	Sell	11,663 -653	-5%	-$20.7K	0.03%	248
2025 Q3	$391K	Sell	12,316 -352	-3%	-$10.8K	0.03%	227
2025 Q2	$381K	Buy	12,668 +5,320	+72%	+$151K	0.03%	214
2025 Q1	$212K	Buy	+7,348	New	+$221K	0.02%	271

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

Cornerstone Wealth Group increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 1.4% in Q2 2026, buying an estimated $81.4K and bringing the position to 180,670 shares worth $6.11M. The position accounts for 0.36% of the portfolio, ranked #78.

Cornerstone Wealth Group first reported a position in BALI in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

Cornerstone Wealth Group held 180,670 shares of iShares U.S. Large Cap Premium Income Active ETF worth $6.11M as of Q2 2026.
Cornerstone Wealth Group bought 2,462 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $81.4K.
iShares U.S. Large Cap Premium Income Active ETF made up 0.36% of Cornerstone Wealth Group's portfolio in Q2 2026, its #78 holding.
Cornerstone Wealth Group first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q1 2025 and has held it in 6 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 Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.