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

Founders Financial Alliance’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 		$2.37M Buy
69,909
+4,960
+8% +$164K 0.31% 76
2026
Q1 		$2M Buy
64,949
+53,449
+465% +$1.7M 0.36% 64
2025
Q4 		$364K Buy
11,500
+3,514
+44% +$111K 0.07% 245
2025
Q3 		$253K Buy
+7,986
New +$246K 0.05% 323

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

Founders Financial Alliance's BALI Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 7.6% in Q2 2026, buying an estimated $164K and bringing the position to 69,909 shares worth $2.37M. The position accounts for 0.31% of the portfolio, ranked #76.

Founders Financial Alliance first reported a position in BALI in Q3 2025 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Founders Financial Alliance held 69,909 shares of iShares U.S. Large Cap Premium Income Active ETF worth $2.37M as of Q2 2026.
  • Founders Financial Alliance bought 4,960 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $164K.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.31% of Founders Financial Alliance's portfolio in Q2 2026, its #76 holding.
  • Founders Financial Alliance first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q3 2025 and has held it in 4 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 Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.