OIA
BALI icon

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

OneDigital 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 		$441K Buy
14,310
+3,004
+27% +$95.5K ﹤0.01% 1000
2025
Q4 		$358K Buy
11,306
+223
+2% +$7.05K ﹤0.01% 1115
2025
Q3 		$352K Buy
11,083
+212
+2% +$6.53K ﹤0.01% 1090
2025
Q2 		$327K Buy
10,871
+332
+3% +$9.45K ﹤0.01% 1114
2025
Q1 		$303K Buy
10,539
+132
+1% +$3.98K ﹤0.01% 1097
2024
Q4 		$315K Sell
10,407
-6,656
-39% -$205K ﹤0.01% 1110
2024
Q3 		$518K Buy
17,063
+340
+2% +$10.1K 0.01% 928
2024
Q2 		$495K Buy
+16,723
New +$477K 0.01% 907

Other funds holding BALI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $376B 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 $501B 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 $1.77B AUM 21.49% 1-Year Est. Return