Sunbelt Securities’s iShares Nasdaq Premium Income Active ETF BALQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$101K Buy
2,200
+1,700
+340% +$83K 0.01% 835
2025
Q4
$24.7K Buy
+500
New +$24.9K ﹤0.01% 1196

Other funds holding BALQ

Sunbelt Securities's BALQ Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Nasdaq Premium Income Active ETF (BALQ) stake by 340% in Q1 2026, buying an estimated $83K and bringing the position to 2,200 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #835.

Sunbelt Securities first reported a position in BALQ in Q4 2025 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold BALQ as of Q1 2026.

  • Sunbelt Securities held 2,200 shares of iShares Nasdaq Premium Income Active ETF worth $101K as of Q1 2026.
  • Sunbelt Securities bought 1,700 iShares Nasdaq Premium Income Active ETF shares in Q1 2026, an estimated $83K.
  • iShares Nasdaq Premium Income Active ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #835 holding.
  • Sunbelt Securities first reported a position in iShares Nasdaq Premium Income Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held iShares Nasdaq Premium Income Active ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.