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

Encompass More 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
2026 Q2	$466K	Buy	+13,779	New	+$456K	0.07%	173

Other funds holding BALI

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return