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SageView Advisory Group’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

SageView Advisory 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
-1,130
Closed -$35.8K – 742
2025
Q4 		$35.8K Buy
+1,130
New +$35.7K ﹤0.01% 1210

Other funds holding BALI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $110B AUM 26.29% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

SageView Advisory Group's BALI Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q1 2026, closing a stake of 1,130 shares — an estimated $35.8K sold.

SageView Advisory Group first reported a position in BALI in Q4 2025 and held it in 1 quarter. The position peaked at $35.8K in Q4 2025. 143 funds tracked by Wall St. Rank hold BALI as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares U.S. Large Cap Premium Income Active ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,130 iShares U.S. Large Cap Premium Income Active ETF shares in Q1 2026, an estimated $35.8K.
  • SageView Advisory Group first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares U.S. Large Cap Premium Income Active ETF position peaked at $35.8K 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 SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.