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

Signature Equity 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	$5.18K	Buy	153 +24	+19%	+$794	﹤0.01%	985
2026 Q1	$3.97K	Buy	+129	New	+$4.1K	﹤0.01%	1008

Other funds holding BALI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Signature Equity Partners's BALI Position: Q2 2026 in Review

Signature Equity Partners increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 19% in Q2 2026, buying an estimated $794 and bringing the position to 153 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Signature Equity Partners first reported a position in BALI in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

Signature Equity Partners held 153 shares of iShares U.S. Large Cap Premium Income Active ETF worth $5.18K as of Q2 2026.
Signature Equity Partners bought 24 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $794.
iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #985 holding.
Signature Equity 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.
180 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.