Creative Planning
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Creative Planning’s BlackRock Advantage Large Cap Income ETF BALI Stock Holding History

Creative Planning’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$432K Hold
14,355
– – ﹤0.01% 2590
2025
Q1 		$413K Buy
+14,355
New +$413K ﹤0.01% 2465