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

Maxwell Wealth Strategies’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
2024 Q4	$434K	Buy	+14,355	New	+$442K	0.18%	83

Other funds holding BALI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maxwell Wealth Strategies's BALI Position: Q4 2024 in Review

Maxwell Wealth Strategies opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q4 2024: 14,355 shares worth $434K. The stake represents 0.18% of the portfolio and ranks #83 among its holdings.

60 funds tracked by Wall St. Rank hold BALI as of Q4 2024.

Maxwell Wealth Strategies held 14,355 shares of iShares U.S. Large Cap Premium Income Active ETF worth $434K as of Q4 2024.
iShares U.S. Large Cap Premium Income Active ETF was a new Maxwell Wealth Strategies position in Q4 2024.
iShares U.S. Large Cap Premium Income Active ETF made up 0.18% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #83 holding.
60 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.