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Integrated Wealth Concepts’s BlackRock Advantage Large Cap Income ETF BALI Stock Holding History

Integrated Wealth Concepts’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$770K Buy
25,557
+15,407
+152% +$464K 0.01% 1054
2025
Q1 		$292K Buy
+10,150
New +$292K ﹤0.01% 1420