Creekmur Asset Management’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Creekmur Asset Management’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
2025 Q3	$11.7K	Buy	+370	New	+$11.4K	﹤0.01%	498

Other funds holding BALI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creekmur Asset Management's BALI Position: Q3 2025 in Review

Creekmur Asset Management opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q3 2025: 370 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings.

103 funds tracked by Wall St. Rank hold BALI as of Q3 2025.

Creekmur Asset Management held 370 shares of iShares U.S. Large Cap Premium Income Active ETF worth $11.7K as of Q3 2025.
iShares U.S. Large Cap Premium Income Active ETF was a new Creekmur Asset Management position in Q3 2025.
iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #498 holding.
103 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.