Madison Wealth Partners’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Madison Wealth Partners’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	$272K	Hold	8,038	–	–	0.03%	228
2026 Q1	$248K	Sell	8,038 -216	-3%	-$6.87K	0.04%	182
2025 Q4	$261K	Buy	8,254 +452	+6%	+$14.3K	0.05%	161
2025 Q3	$248K	Hold	7,802	–	–	0.05%	149
2025 Q2	$235K	Hold	7,802	–	–	0.05%	150
2025 Q1	$225K	Buy	+7,802	New	+$235K	0.06%	142

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

Madison Wealth Partners's BALI Position: Q2 2026 in Review

Madison Wealth Partners held its iShares U.S. Large Cap Premium Income Active ETF (BALI) position steady in Q2 2026 at 8,038 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #228.

Madison Wealth Partners first reported a position in BALI in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

Madison Wealth Partners held 8,038 shares of iShares U.S. Large Cap Premium Income Active ETF worth $272K as of Q2 2026.
Madison Wealth Partners left its iShares U.S. Large Cap Premium Income Active ETF share count unchanged in Q2 2026.
iShares U.S. Large Cap Premium Income Active ETF made up 0.03% of Madison Wealth Partners's portfolio in Q2 2026, its #228 holding.
Madison Wealth Partners 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.
179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.