Sheets Smith Wealth Management’s BlackRock Advantage Large Cap Income ETF BALI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.31M	Sell	43,561 -600	-1%	-$18.1K	0.15%	133
2025 Q1	$1.27M	Buy	44,161 +26,016	+143%	+$749K	0.16%	127
2024 Q4	$549K	Buy	18,145 +3,892	+27%	+$118K	0.07%	251
2024 Q3	$433K	Buy	+14,253	New	+$433K	0.05%	272