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

Semus Wealth Partners’s Portfolio BALI Stock Details BALI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.66M	Buy
2025 Q4	$2.66M	Buy
2025 Q3	$2.49M	Buy
2025 Q2	$1.88M	Buy
2025 Q1	$1.73M	Buy
2024 Q4	$1.44M	Buy
2024 Q3	$888K	Buy
2024 Q2	$358K	Buy