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

Kelly Financial Services’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
2025 Q3	$1.46M	Buy
2025 Q2	$1.16M	Buy
2025 Q1	$962K	Buy
2024 Q4	$854K	Buy
2024 Q3	–	Sell
2024 Q2	$83.8K	Sell
2024 Q1	$111K	Buy
2023 Q4	$16.6K	Buy