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

First Horizon 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
Q2 		$36.6K Buy
1,214
+317
+35% +$9.02K ﹤0.01% 1167
2025
Q1 		$25.8K Sell
897
-117
-12% -$3.52K ﹤0.01% 1216
2024
Q4 		$30.7K Buy
+1,014
New +$31.2K ﹤0.01% 1166

Other funds holding BALI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Horizon Advisors's BALI Position: Q2 2025 in Review

First Horizon Advisors increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 35% in Q2 2025, buying an estimated $9.02K and bringing the position to 1,214 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

First Horizon Advisors first reported a position in BALI in Q4 2024 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold BALI as of Q2 2025.

  • First Horizon Advisors held 1,214 shares of iShares U.S. Large Cap Premium Income Active ETF worth $36.6K as of Q2 2025.
  • First Horizon Advisors bought 317 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2025, an estimated $9.02K.
  • iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1167 holding.
  • First Horizon Advisors first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2024 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.