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

Creative Planning’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	$503K	Buy	14,860 +1,518	+11%	+$50.2K	﹤0.01%	3182
2026 Q1	$411K	Hold	13,342	–	–	﹤0.01%	3175
2025 Q4	$423K	Buy	13,342 +212	+2%	+$6.71K	﹤0.01%	2980
2025 Q3	$417K	Sell	13,130 -1,225	-9%	-$37.7K	﹤0.01%	2874
2025 Q2	$432K	Hold	14,355	–	–	﹤0.01%	2598
2025 Q1	$413K	Buy	+14,355	New	+$432K	﹤0.01%	2471

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

Creative Planning's BALI Position: Q2 2026 in Review

Creative Planning increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 11% in Q2 2026, buying an estimated $50.2K and bringing the position to 14,860 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #3182.

Creative Planning 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.

Creative Planning held 14,860 shares of iShares U.S. Large Cap Premium Income Active ETF worth $503K as of Q2 2026.
Creative Planning bought 1,518 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $50.2K.
iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3182 holding.
Creative Planning 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.