MYIA
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Mount Yale Investment Advisors’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$235K Buy
+7,643
New +$243K 0.01% 993
2025
Q3 		– Sell
-999
Closed -$30.1K – 754
2025
Q2 		$30.1K Buy
+999
New +$28.4K ﹤0.01% 952

Other funds holding BALI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Mount Yale Investment Advisors's BALI Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q1 2026: 7,643 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #993 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in BALI as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in BALI in Q2 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold BALI as of Q1 2026.

  • Mount Yale Investment Advisors held 7,643 shares of iShares U.S. Large Cap Premium Income Active ETF worth $235K as of Q1 2026.
  • iShares U.S. Large Cap Premium Income Active ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #993 holding.
  • Mount Yale Investment Advisors first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q2 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.