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

Lockerman Financial Group’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 		$229K Buy
+6,772
New +$224K 0.35% 86

Other funds holding BALI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Lockerman Financial Group's BALI Position: Q2 2026 in Review

Lockerman Financial Group opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q2 2026: 6,772 shares worth $229K. The stake represents 0.35% of the portfolio and ranks #86 among its holdings.

180 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Lockerman Financial Group held 6,772 shares of iShares U.S. Large Cap Premium Income Active ETF worth $229K as of Q2 2026.
  • iShares U.S. Large Cap Premium Income Active ETF was a new Lockerman Financial Group position in Q2 2026.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.35% of Lockerman Financial Group's portfolio in Q2 2026, its #86 holding.
  • 180 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.