USCWA
BALI icon

U.S. Capital Wealth Advisors’s BlackRock Advantage Large Cap Income ETF BALI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.37M Buy
277,949
+19,712
+8% +$594K 0.24% 108
2025
Q1
$7.43M Buy
258,237
+17,491
+7% +$504K 0.23% 115
2024
Q4
$7.28M Buy
240,746
+181,076
+303% +$5.48M 0.23% 110
2024
Q3
$1.81M Buy
59,670
+48,433
+431% +$1.47M 0.06% 261
2024
Q2
$332K Buy
+11,237
New +$332K 0.01% 548