UBS Group
BALQ

UBS Group’s iShares Nasdaq Premium Income Active ETF BALQ Stock Holding History

UBS Group’s Portfolio BALQ Stock Details BALQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-540
Closed -$24.9K – 11582
2026
Q1 		$24.9K Sell
540
-462
-46% -$22.5K ﹤0.01% 7794
2025
Q4 		$49.4K Buy
+1,002
New +$49.9K ﹤0.01% 7220

Other funds holding BALQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group's BALQ Position: Q2 2026 in Review

UBS Group sold out of iShares Nasdaq Premium Income Active ETF (BALQ) in Q2 2026, closing a stake of 540 shares — an estimated $24.9K sold.

UBS Group first reported a position in BALQ in Q4 2025 and held it in 2 quarters. The position peaked at $49.4K in Q4 2025. 3 funds tracked by Wall St. Rank hold BALQ as of Q2 2026.

  • UBS Group reported no remaining iShares Nasdaq Premium Income Active ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 540 iShares Nasdaq Premium Income Active ETF shares in Q2 2026, an estimated $24.9K.
  • UBS Group first reported a position in iShares Nasdaq Premium Income Active ETF in Q4 2025 and held it in 2 quarters.
  • UBS Group's iShares Nasdaq Premium Income Active ETF position peaked at $49.4K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held iShares Nasdaq Premium Income Active ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.