UCFA
BALI icon

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

United Capital Financial 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 		$509K Buy
+15,027
New +$497K ﹤0.01% 1107

Other funds holding BALI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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

United Capital Financial Advisors's BALI Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q2 2026: 15,027 shares worth $509K. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings.

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

  • United Capital Financial Advisors held 15,027 shares of iShares U.S. Large Cap Premium Income Active ETF worth $509K as of Q2 2026.
  • iShares U.S. Large Cap Premium Income Active ETF was a new United Capital Financial Advisors position in Q2 2026.
  • iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1107 holding.
  • 179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.