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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Integrated Advisors Network's BALI Position: Q1 2026 in Review

Integrated Advisors Network increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 23% in Q1 2026, buying an estimated $114K and bringing the position to 19,356 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #428.

Integrated Advisors Network first reported a position in BALI in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.91M in Q3 2025. 143 funds tracked by Wall St. Rank hold BALI as of Q1 2026.

  • Integrated Advisors Network held 19,356 shares of iShares U.S. Large Cap Premium Income Active ETF worth $596K as of Q1 2026.
  • Integrated Advisors Network bought 3,585 iShares U.S. Large Cap Premium Income Active ETF shares in Q1 2026, an estimated $114K.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.03% of Integrated Advisors Network's portfolio in Q1 2026, its #428 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 5 quarters since.
  • Integrated Advisors Network's iShares U.S. Large Cap Premium Income Active ETF position peaked at $2.91M in Q3 2025.
  • 143 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.