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

U.S. Capital Wealth 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
2025 Q3	$7.92M	Sell
2025 Q2	$8.37M	Buy
2025 Q1	$7.43M	Buy
2024 Q4	$7.28M	Buy
2024 Q3	$1.81M	Buy
2024 Q2	$332K	Buy