Summit X LLC’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
$535K Buy
17,763
+7,393
+71% +$223K 0.1% 137
2025
Q1
$299K Buy
10,370
+174
+2% +$5.01K 0.06% 171
2024
Q4
$308K Buy
+10,196
New +$308K 0.07% 164