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

Unique Wealth’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 Q3	$316K	Buy	+9,170	New	+$315K	0.04%	177

Other funds holding BALI

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Unique Wealth's BALI Position: Q3 2026 in Review

Unique Wealth opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q3 2026: 9,170 shares worth $316K. The stake represents 0.04% of the portfolio and ranks #177 among its holdings.

21 funds tracked by Wall St. Rank hold BALI as of Q3 2026.

Unique Wealth held 9,170 shares of iShares U.S. Large Cap Premium Income Active ETF worth $316K as of Q3 2026.
iShares U.S. Large Cap Premium Income Active ETF was a new Unique Wealth position in Q3 2026.
iShares U.S. Large Cap Premium Income Active ETF made up 0.04% of Unique Wealth's portfolio in Q3 2026, its #177 holding.
21 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.