NWMG
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National Wealth Management Group’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

National Wealth Management 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
Q1 		– Sell
-7,533
Closed -$239K – 222
2025
Q4 		$239K Buy
7,533
+499
+7% +$15.8K 0.08% 212
2025
Q3 		$223K Buy
+7,034
New +$217K 0.08% 215

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 $374B AUM 17.66% 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

National Wealth Management Group's BALI Position: Q1 2026 in Review

National Wealth Management Group sold out of iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q1 2026, closing a stake of 7,533 shares — an estimated $239K sold.

National Wealth Management Group first reported a position in BALI in Q3 2025 and held it in 2 quarters. The position peaked at $239K in Q4 2025. 143 funds tracked by Wall St. Rank hold BALI as of Q1 2026.

  • National Wealth Management Group reported no remaining iShares U.S. Large Cap Premium Income Active ETF position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 7,533 iShares U.S. Large Cap Premium Income Active ETF shares in Q1 2026, an estimated $239K.
  • National Wealth Management Group first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q3 2025 and held it in 2 quarters.
  • National Wealth Management Group's iShares U.S. Large Cap Premium Income Active ETF position peaked at $239K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.