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

Farther Finance 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
2026 Q3	$173K	Buy	5,025 +631	+14%	+$21.7K	﹤0.01%	2414
2026 Q2	$149K	Buy	+4,394	New	+$145K	﹤0.01%	2444
2026 Q1	–	Sell	-332	Closed	-$10.5K	–	5765
2025 Q4	$10.5K	Buy	+332	New	+$10.5K	﹤0.01%	3875

Other funds holding BALI

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Farther Finance Advisors's BALI Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 14% in Q3 2026, buying an estimated $21.7K and bringing the position to 5,025 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #2414.

Farther Finance Advisors first reported a position in BALI in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold BALI as of Q3 2026.

Farther Finance Advisors held 5,025 shares of iShares U.S. Large Cap Premium Income Active ETF worth $173K as of Q3 2026.
Farther Finance Advisors bought 631 iShares U.S. Large Cap Premium Income Active ETF shares in Q3 2026, an estimated $21.7K.
iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2414 holding.
Farther Finance Advisors 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.
5 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.