Semus Wealth Partners LLC Has $2.49 Million Holdings in Blackrock Advantage Large Cap Income ETF $BALI

Semus Wealth Partners LLC grew its position in Blackrock Advantage Large Cap Income ETF (NYSEARCA:BALI) by 25.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 78,401 shares of the company’s stock after acquiring an additional 15,967 shares during the period. Blackrock Advantage Large Cap Income ETF comprises about 1.4% of Semus Wealth Partners LLC’s portfolio, making the stock its 18th largest holding. Semus Wealth Partners LLC owned 0.44% of Blackrock Advantage Large Cap Income ETF worth $2,488,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of BALI. Vestmark Advisory Solutions Inc. increased its holdings in shares of Blackrock Advantage Large Cap Income ETF by 206.7% during the 2nd quarter. Vestmark Advisory Solutions Inc. now owns 1,046,952 shares of the company’s stock worth $31,524,000 after acquiring an additional 705,543 shares during the last quarter. Envestnet Asset Management Inc. boosted its holdings in Blackrock Advantage Large Cap Income ETF by 65.8% in the 2nd quarter. Envestnet Asset Management Inc. now owns 1,512,958 shares of the company’s stock valued at $45,555,000 after purchasing an additional 600,501 shares during the period. Granite Bay Wealth Management LLC bought a new position in shares of Blackrock Advantage Large Cap Income ETF during the third quarter worth approximately $8,857,000. Cetera Investment Advisers grew its position in Blackrock Advantage Large Cap Income ETF by 71.3% during the second quarter. Cetera Investment Advisers now owns 449,832 shares of the company’s stock worth $13,544,000 after buying an additional 187,250 shares in the last quarter. Finally, Osaic Holdings Inc. lifted its position in shares of Blackrock Advantage Large Cap Income ETF by 50.9% during the 2nd quarter. Osaic Holdings Inc. now owns 384,989 shares of the company’s stock valued at $11,569,000 after acquiring an additional 129,931 shares during the period.

Blackrock Advantage Large Cap Income ETF Stock Down 0.0%

BALI stock opened at $31.67 on Monday. The company has a market cap of $676.47 million, a PE ratio of 23.77 and a beta of 0.84. Blackrock Advantage Large Cap Income ETF has a 52 week low of $25.05 and a 52 week high of $32.23. The business has a 50-day simple moving average of $31.70 and a 200 day simple moving average of $31.13.

Blackrock Advantage Large Cap Income ETF Company Profile

The BlackRock Advantage Large Cap Income ETF (BALI) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed ETF that holds a portfolio of US large-cap equity securities. The fund seeks to achieve its investment objective by utilizing proprietary return forecast models combined with quantitative analysis methods BALI was launched on Sep 26, 2023 and is issued by BlackRock.