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

PSI 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
2025
Q2 		– Sell
-755
Closed -$21.7K – 153
2025
Q1 		$21.7K Buy
755
+143
+23% +$4.31K 0.01% 361
2024
Q4 		$18.5K Buy
+612
New +$18.8K 0.01% 432

Other funds holding BALI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PSI Advisors's BALI Position: Q2 2025 in Review

PSI Advisors sold out of iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q2 2025, closing a stake of 755 shares — an estimated $21.7K sold.

PSI Advisors first reported a position in BALI in Q4 2024 and held it in 2 quarters. The position peaked at $21.7K in Q1 2025. 83 funds tracked by Wall St. Rank hold BALI as of Q2 2025.

  • PSI Advisors reported no remaining iShares U.S. Large Cap Premium Income Active ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 755 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2025, an estimated $21.7K.
  • PSI Advisors first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2024 and held it in 2 quarters.
  • PSI Advisors's iShares U.S. Large Cap Premium Income Active ETF position peaked at $21.7K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.