Decker Wealth Management LLC’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Decker Wealth Management LLC’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	$10.4M	Buy	+306,848	New	+$10.1M	2.2%	14

Other funds holding BALI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $178M AUM

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Decker Wealth Management LLC's BALI Position: Q2 2026 in Review

Decker Wealth Management LLC opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q2 2026: 306,848 shares worth $10.4M. The stake represents 2.2% of the portfolio and ranks #14 among its holdings.

77 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

Decker Wealth Management LLC held 306,848 shares of iShares U.S. Large Cap Premium Income Active ETF worth $10.4M as of Q2 2026.
iShares U.S. Large Cap Premium Income Active ETF was a new Decker Wealth Management LLC position in Q2 2026.
iShares U.S. Large Cap Premium Income Active ETF made up 2.2% of Decker Wealth Management LLC's portfolio in Q2 2026, its #14 holding.
77 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Decker Wealth Management LLC's 13F filing for Q2 2026, filed 30 Jul 2026.