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Two West Capital Advisors’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Two West Capital Advisors’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 		$434K Buy
+12,895
New +$426K 0.22% 64

Other funds holding BALI

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SCS
Southern Capital Services Daphne, Alabama $178M AUM
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Two West Capital Advisors's BALI Position: Q2 2026 in Review

Two West Capital Advisors opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q2 2026: 12,895 shares worth $434K. The stake represents 0.22% of the portfolio and ranks #64 among its holdings.

48 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Two West Capital Advisors held 12,895 shares of iShares U.S. Large Cap Premium Income Active ETF worth $434K as of Q2 2026.
  • iShares U.S. Large Cap Premium Income Active ETF was a new Two West Capital Advisors position in Q2 2026.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.22% of Two West Capital Advisors's portfolio in Q2 2026, its #64 holding.
  • 48 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.