Golden State Wealth Management’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Golden State Wealth 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	$23K	Buy	680 +13	+2%	+$430	﹤0.01%	926
2026 Q1	$20.6K	Buy	667 +16	+2%	+$509	﹤0.01%	908
2025 Q4	$20.6K	Buy	651 +184	+39%	+$5.82K	﹤0.01%	911
2025 Q3	$14.8K	Buy	467 +28	+6%	+$862	﹤0.01%	995
2025 Q2	$13.2K	Buy	439 +98	+29%	+$2.79K	﹤0.01%	997
2025 Q1	$9.84K	Buy	341 +3	+0.9%	+$90	﹤0.01%	1003
2024 Q4	$10.2K	Buy	+338	New	+$10.4K	﹤0.01%	960

Other funds holding BALI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Golden State Wealth Management's BALI Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 1.9% in Q2 2026, buying an estimated $430 and bringing the position to 680 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Golden State Wealth Management first reported a position in BALI in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

Golden State Wealth Management held 680 shares of iShares U.S. Large Cap Premium Income Active ETF worth $23K as of Q2 2026.
Golden State Wealth Management bought 13 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $430.
iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #926 holding.
Golden State Wealth Management first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2024 and has held it in 7 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.