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

Spire Wealth Management’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 		$137K Sell
4,048
-1,994
-33% -$66K ﹤0.01% 892
2026
Q1 		$186K Buy
6,042
+3,205
+113% +$102K 0.01% 795
2025
Q4 		$89.9K Buy
2,837
+2,574
+979% +$81.4K ﹤0.01% 1015
2025
Q3 		$8.35K Buy
263
+27
+11% +$832 ﹤0.01% 1817
2025
Q2 		$7.11K Buy
+236
New +$6.72K ﹤0.01% 1832

Other funds holding BALI

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Spire Wealth Management's BALI Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 33% in Q2 2026, selling an estimated $66K and leaving 4,048 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Spire Wealth Management first reported a position in BALI in Q2 2025 and has held it in 5 quarters since. The position peaked at $186K in Q1 2026. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Spire Wealth Management held 4,048 shares of iShares U.S. Large Cap Premium Income Active ETF worth $137K as of Q2 2026.
  • Spire Wealth Management sold 1,994 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $66K.
  • iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #892 holding.
  • Spire Wealth Management first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Spire Wealth Management's iShares U.S. Large Cap Premium Income Active ETF position peaked at $186K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.