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Edge Financial Advisors’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Edge Financial Advisors’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
Q4 		$431K Buy
+13,608
New +$430K 0.18% 91

Other funds holding BALI

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edge Financial Advisors's BALI Position: Q4 2025 in Review

Edge Financial Advisors opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q4 2025: 13,608 shares worth $431K. The stake represents 0.18% of the portfolio and ranks #91 among its holdings.

128 funds tracked by Wall St. Rank hold BALI as of Q4 2025.

  • Edge Financial Advisors held 13,608 shares of iShares U.S. Large Cap Premium Income Active ETF worth $431K as of Q4 2025.
  • iShares U.S. Large Cap Premium Income Active ETF was a new Edge Financial Advisors position in Q4 2025.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.18% of Edge Financial Advisors's portfolio in Q4 2025, its #91 holding.
  • 128 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.