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

World Investment 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 		$395K Buy
12,207
+2,462
+25% +$81.4K 0.01% 1066
2026
Q1 		$300K Buy
9,745
+108
+1% +$3.43K ﹤0.01% 1255
2025
Q4 		$305K Buy
+9,637
New +$305K 0.01% 1176

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

World Investment Advisors's BALI Position: Q2 2026 in Review

World Investment Advisors increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 25% in Q2 2026, buying an estimated $81.4K and bringing the position to 12,207 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #1066.

World Investment Advisors first reported a position in BALI in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • World Investment Advisors held 12,207 shares of iShares U.S. Large Cap Premium Income Active ETF worth $395K as of Q2 2026.
  • World Investment Advisors bought 2,462 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $81.4K.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1066 holding.
  • World Investment Advisors first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.