IA
BALI icon

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

IFP 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 		$28.1K Buy
830
+202
+32% +$6.68K ﹤0.01% 2752
2026
Q1 		$19.3K Sell
628
-156
-20% -$4.96K ﹤0.01% 2797
2025
Q4 		$24.8K Sell
784
-90
-10% -$2.85K ﹤0.01% 2608
2025
Q3 		$27.7K Buy
874
+33
+4% +$1.02K ﹤0.01% 2401
2025
Q2 		$25.3K Buy
841
+606
+258% +$17.2K ﹤0.01% 2412
2025
Q1 		$6.77K Buy
+235
New +$7.08K ﹤0.01% 2716

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

IFP Advisors's BALI Position: Q2 2026 in Review

IFP Advisors increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 32% in Q2 2026, buying an estimated $6.68K and bringing the position to 830 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2752.

IFP Advisors first reported a position in BALI in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • IFP Advisors held 830 shares of iShares U.S. Large Cap Premium Income Active ETF worth $28.1K as of Q2 2026.
  • IFP Advisors bought 202 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $6.68K.
  • iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2752 holding.
  • IFP 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.
  • 179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.