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

HighTower 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 Q2	$3.59M	Buy	106,187 +3,556	+3%	+$118K	﹤0.01%	1425
2026 Q1	$3.16M	Sell	102,631 -2,944	-3%	-$93.6K	﹤0.01%	1446
2025 Q4	$3.34M	Buy	105,575 +3,953	+4%	+$125K	﹤0.01%	1381
2025 Q3	$3.23M	Buy	101,622 +23,759	+31%	+$732K	﹤0.01%	1367
2025 Q2	$2.34M	Buy	77,863 +50,326	+183%	+$1.43M	﹤0.01%	1485
2025 Q1	$793K	Buy	+27,537	New	+$829K	﹤0.01%	2118

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

HighTower Advisors's BALI Position: Q2 2026 in Review

HighTower Advisors increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 3.5% in Q2 2026, buying an estimated $118K and bringing the position to 106,187 shares worth $3.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

HighTower Advisors first reported a position in BALI in Q1 2025 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

HighTower Advisors held 106,187 shares of iShares U.S. Large Cap Premium Income Active ETF worth $3.59M as of Q2 2026.
HighTower Advisors bought 3,556 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $118K.
iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1425 holding.
HighTower Advisors first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q1 2025 and has held it in 6 quarters since.
106 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.