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

Integrated Advisors Network’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
Q3 		$1.33M Buy
38,501
+2,505
+7% +$86.1K 0.06% 273
2026
Q2 		$1.22M Buy
35,996
+16,640
+86% +$550K 0.06% 288
2026
Q1 		$596K Buy
19,356
+3,585
+23% +$114K 0.03% 428
2025
Q4 		$500K Sell
15,771
-76,003
-83% -$2.4M 0.02% 471
2025
Q3 		$2.91M Buy
91,774
+107
+0.1% +$3.3K 0.12% 192
2025
Q2 		$2.76M Buy
91,667
+35,010
+62% +$996K 0.12% 193
2025
Q1 		$1.63M Buy
+56,657
New +$1.71M 0.08% 235

Other funds holding BALI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Southern Capital Services
Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Integrated Advisors Network's BALI Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 7% in Q3 2026, buying an estimated $86.1K and bringing the position to 38,501 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #273.

Integrated Advisors Network first reported a position in BALI in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.91M in Q3 2025. 126 funds tracked by Wall St. Rank hold BALI as of Q3 2026.

  • Integrated Advisors Network held 38,501 shares of iShares U.S. Large Cap Premium Income Active ETF worth $1.33M as of Q3 2026.
  • Integrated Advisors Network bought 2,505 iShares U.S. Large Cap Premium Income Active ETF shares in Q3 2026, an estimated $86.1K.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.06% of Integrated Advisors Network's portfolio in Q3 2026, its #273 holding.
  • Integrated Advisors Network first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q1 2025 and has held it in 7 quarters since.
  • Integrated Advisors Network's iShares U.S. Large Cap Premium Income Active ETF position peaked at $2.91M in Q3 2025.
  • 126 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.