WH
BALI icon

Willner & Heller’s BlackRock Advantage Large Cap Income ETF BALI Stock Holding History

Willner & Heller’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$290K Sell
9,641
-619
-6% -$18.6K 0.24% 119
2025
Q1 		$295K Buy
10,260
+2,649
+35% +$76.3K 0.27% 117
2024
Q4 		$230K Buy
+7,611
New +$230K 0.2% 140