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

Ehrlich Financial Group’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 		$645K Buy
19,058
+7,851
+70% +$260K 0.33% 70
2026
Q1 		$345K Buy
11,207
+3,899
+53% +$124K 0.2% 88
2025
Q4 		$232K Buy
+7,308
New +$231K 0.13% 100

Other funds holding BALI

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Ehrlich Financial Group's BALI Position: Q2 2026 in Review

Ehrlich Financial Group increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 70% in Q2 2026, buying an estimated $260K and bringing the position to 19,058 shares worth $645K. The position accounts for 0.33% of the portfolio, ranked #70.

Ehrlich Financial Group first reported a position in BALI in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Ehrlich Financial Group held 19,058 shares of iShares U.S. Large Cap Premium Income Active ETF worth $645K as of Q2 2026.
  • Ehrlich Financial Group bought 7,851 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $260K.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.33% of Ehrlich Financial Group's portfolio in Q2 2026, its #70 holding.
  • Ehrlich Financial Group first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2025 and has held it in 3 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 Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.