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 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

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

Integrated Advisors Network's BALI Position: Q2 2026 in Review

Integrated Advisors Network increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 86% in Q2 2026, buying an estimated $550K and bringing the position to 35,996 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #288.

Integrated Advisors Network first reported a position in BALI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.91M in Q3 2025. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

Integrated Advisors Network held 35,996 shares of iShares U.S. Large Cap Premium Income Active ETF worth $1.22M as of Q2 2026.
Integrated Advisors Network bought 16,640 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $550K.
iShares U.S. Large Cap Premium Income Active ETF made up 0.06% of Integrated Advisors Network's portfolio in Q2 2026, its #288 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 6 quarters since.
Integrated Advisors Network's iShares U.S. Large Cap Premium Income Active ETF position peaked at $2.91M in Q3 2025.
179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.