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AE Wealth Management’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

AE Wealth Management’s Portfolio HYGW Stock Details HYGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.9K Buy
2,642
+348
+15% +$10.1K ﹤0.01% 1985
2026
Q1 		$67.7K Sell
2,294
-2,809
-55% -$83.6K ﹤0.01% 1894
2025
Q4 		$152K Buy
5,103
+69
+1% +$2.07K ﹤0.01% 1584
2025
Q3 		$153K Sell
5,034
-1,810
-26% -$54.7K ﹤0.01% 1456
2025
Q2 		$209K Sell
6,844
-129,520
-95% -$3.97M ﹤0.01% 1289
2025
Q1 		$4.29M Buy
136,364
+41,911
+44% +$1.33M 0.04% 368
2024
Q4 		$3M Buy
94,453
+8,576
+10% +$277K 0.03% 446
2024
Q3 		$2.82M Buy
85,877
+37,986
+79% +$1.24M 0.03% 446
2024
Q2 		$1.57M Sell
47,891
-96,117
-67% -$3.16M 0.02% 588
2024
Q1 		$4.84M Buy
144,008
+85,770
+147% +$2.88M 0.05% 303
2023
Q4 		$1.96M Buy
58,238
+11,412
+24% +$385K 0.01% 912
2023
Q3 		$1.62M Buy
46,826
+33,655
+256% +$1.18M 0.01% 922
2023
Q2 		$470K Buy
+13,171
New +$470K ﹤0.01% 1432

Other funds holding HYGW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $364M AUM 26.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

AE Wealth Management's HYGW Position: Q2 2026 in Review

AE Wealth Management increased its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 15% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,642 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

AE Wealth Management first reported a position in HYGW in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.84M in Q1 2024. 31 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • AE Wealth Management held 2,642 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $76.9K as of Q2 2026.
  • AE Wealth Management bought 348 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $10.1K.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1985 holding.
  • AE Wealth Management first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q2 2023 and has held it in 13 quarters since.
  • AE Wealth Management's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $4.84M in Q1 2024.
  • 31 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.