SXL
BALI icon

Summit X LLC’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-17,763
Closed -$535K – 21
2025
Q2 		$535K Buy
17,763
+7,393
+71% +$210K 0.1% 137
2025
Q1 		$299K Buy
10,370
+174
+2% +$5.24K 0.06% 171
2024
Q4 		$308K Buy
+10,196
New +$314K 0.07% 164

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