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

Independent Financial Group’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	$3.57M	Buy	105,580 +9,423	+10%	+$312K	0.07%	299
2026 Q1	$2.96M	Buy	96,157 +14,344	+18%	+$456K	0.07%	304
2025 Q4	$2.59M	Buy	81,813 +21,748	+36%	+$688K	0.06%	328
2025 Q3	$1.91M	Buy	60,065 +6,044	+11%	+$186K	0.05%	398
2025 Q2	$1.63M	Buy	54,021 +8,817	+20%	+$251K	0.04%	396
2025 Q1	$1.3M	Buy	45,204 +31,896	+240%	+$960K	0.04%	409
2024 Q4	$403K	Buy	+13,308	New	+$409K	0.01%	779

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

Independent Financial Group's BALI Position: Q2 2026 in Review

Independent Financial Group increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 9.8% in Q2 2026, buying an estimated $312K and bringing the position to 105,580 shares worth $3.57M. The position accounts for 0.07% of the portfolio, ranked #299.

Independent Financial Group 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.

Independent Financial Group held 105,580 shares of iShares U.S. Large Cap Premium Income Active ETF worth $3.57M as of Q2 2026.
Independent Financial Group bought 9,423 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $312K.
iShares U.S. Large Cap Premium Income Active ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #299 holding.
Independent Financial Group 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.