Onyx Bridge Wealth Group’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Onyx Bridge Wealth 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 Q2	$418K	Buy	12,365 +295	+2%	+$9.76K	0.04%	265
2026 Q1	$372K	Buy	12,070 +224	+2%	+$7.12K	0.04%	259
2025 Q4	$375K	Sell	11,846 -1,158	-9%	-$36.6K	0.04%	252
2025 Q3	$413K	Buy	13,004 +4,371	+51%	+$135K	0.04%	244
2025 Q2	$260K	Buy	8,633 +149	+2%	+$4.24K	0.03%	250
2025 Q1	$244K	Buy	+8,484	New	+$255K	0.04%	240

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

Onyx Bridge Wealth Group's BALI Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 2.4% in Q2 2026, buying an estimated $9.76K and bringing the position to 12,365 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #265.

Onyx Bridge Wealth Group 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.

Onyx Bridge Wealth Group held 12,365 shares of iShares U.S. Large Cap Premium Income Active ETF worth $418K as of Q2 2026.
Onyx Bridge Wealth Group bought 295 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $9.76K.
iShares U.S. Large Cap Premium Income Active ETF made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #265 holding.
Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.