EIP
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Essential Investment Partners’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Essential Investment Partners’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 		$74.2K Hold
2,192
– – 0.06% 135
2026
Q1 		$67.5K Hold
2,192
– – 0.06% 131
2025
Q4 		$69.4K Buy
+2,192
New +$69.3K 0.07% 121

Other funds holding BALI

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Essential Investment Partners's BALI Position: Q2 2026 in Review

Essential Investment Partners held its iShares U.S. Large Cap Premium Income Active ETF (BALI) position steady in Q2 2026 at 2,192 shares worth $74.2K. The position accounts for 0.06% of the portfolio, ranked #135.

Essential Investment Partners first reported a position in BALI in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Essential Investment Partners held 2,192 shares of iShares U.S. Large Cap Premium Income Active ETF worth $74.2K as of Q2 2026.
  • Essential Investment Partners left its iShares U.S. Large Cap Premium Income Active ETF share count unchanged in Q2 2026.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.06% of Essential Investment Partners's portfolio in Q2 2026, its #135 holding.
  • Essential Investment Partners 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.
  • 41 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.