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

Triad Wealth Partners’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 		$3.71M Buy
108,036
+20,602
+24% +$681K 0.22% 77
2026
Q1 		$2.69M Buy
87,434
+20,128
+30% +$640K 0.21% 84
2025
Q4 		$2.13M Buy
67,306
+16,222
+32% +$513K 0.2% 85
2025
Q3 		$1.62M Buy
51,084
+14,786
+41% +$455K 0.21% 80
2025
Q2 		$1.09M Buy
36,298
+19,344
+114% +$551K 0.22% 78
2025
Q1 		$488K Buy
16,954
+7,418
+78% +$223K 0.15% 107
2024
Q4 		$288K Buy
+9,536
New +$293K 0.1% 139

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

Triad Wealth Partners's BALI Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 24% in Q2 2026, buying an estimated $681K and bringing the position to 108,036 shares worth $3.71M. The position accounts for 0.22% of the portfolio, ranked #77.

Triad Wealth Partners first reported a position in BALI in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Triad Wealth Partners held 108,036 shares of iShares U.S. Large Cap Premium Income Active ETF worth $3.71M as of Q2 2026.
  • Triad Wealth Partners bought 20,602 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $681K.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.22% of Triad Wealth Partners's portfolio in Q2 2026, its #77 holding.
  • Triad Wealth Partners first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.