Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Steward Partners Investment Advisory’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 		$48.9K Sell
1,445
-10,127
-88% -$335K ﹤0.01% 2960
2026
Q1 		$357K Buy
11,572
+781
+7% +$24.8K ﹤0.01% 1705
2025
Q4 		$342K Buy
10,791
+10,326
+2,221% +$327K ﹤0.01% 1637
2025
Q3 		$14.8K Buy
465
+55
+13% +$1.69K ﹤0.01% 3226
2025
Q2 		$12.3K Sell
410
-36
-8% -$1.02K ﹤0.01% 3120
2025
Q1 		$12.8K Buy
+446
New +$13.4K ﹤0.01% 2986

Other funds holding BALI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Steward Partners Investment Advisory's BALI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 88% in Q2 2026, selling an estimated $335K and leaving 1,445 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Steward Partners Investment Advisory first reported a position in BALI in Q1 2025 and has held it in 6 quarters since. The position peaked at $357K in Q1 2026. 180 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Steward Partners Investment Advisory held 1,445 shares of iShares U.S. Large Cap Premium Income Active ETF worth $48.9K as of Q2 2026.
  • Steward Partners Investment Advisory sold 10,127 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $335K.
  • iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2960 holding.
  • Steward Partners Investment Advisory 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.
  • Steward Partners Investment Advisory's iShares U.S. Large Cap Premium Income Active ETF position peaked at $357K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.