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

Sequoia Financial 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
2026 Q2	$1.9M	Buy	56,074 +15,078	+37%	+$499K	0.01%	651
2026 Q1	$1.26M	Buy	40,996 +3,191	+8%	+$101K	0.01%	789
2025 Q4	$1.2M	Sell	37,805 -8,504	-18%	-$269K	0.01%	803
2025 Q3	$1.47M	Sell	46,309 -621	-1%	-$19.1K	0.01%	629
2025 Q2	$1.41M	Buy	46,930 +22,711	+94%	+$646K	0.01%	572
2025 Q1	$697K	Buy	+24,219	New	+$729K	0.01%	741

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

Sequoia Financial Advisors's BALI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 37% in Q2 2026, buying an estimated $499K and bringing the position to 56,074 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #651.

Sequoia Financial Advisors 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.

Sequoia Financial Advisors held 56,074 shares of iShares U.S. Large Cap Premium Income Active ETF worth $1.9M as of Q2 2026.
Sequoia Financial Advisors bought 15,078 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $499K.
iShares U.S. Large Cap Premium Income Active ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #651 holding.
Sequoia Financial Advisors 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.