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Sagespring Wealth Partners’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Sagespring Wealth Partners’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 		$283K Sell
8,353
-2,395
-22% -$79.2K ﹤0.01% 709
2026
Q1 		$331K Buy
+10,748
New +$342K 0.01% 620

Other funds holding BALI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Sagespring Wealth Partners's BALI Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 22% in Q2 2026, selling an estimated $79.2K and leaving 8,353 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Sagespring Wealth Partners first reported a position in BALI in Q1 2026 and has held it in 2 quarters since. The position peaked at $331K in Q1 2026. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Sagespring Wealth Partners held 8,353 shares of iShares U.S. Large Cap Premium Income Active ETF worth $283K as of Q2 2026.
  • Sagespring Wealth Partners sold 2,395 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $79.2K.
  • iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #709 holding.
  • Sagespring Wealth Partners first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Sagespring Wealth Partners's iShares U.S. Large Cap Premium Income Active ETF position peaked at $331K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.