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AE Wealth Management’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

AE Wealth Management’s Portfolio LQDW Stock Details LQDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1K Buy
+627
New +$15K ﹤0.01% 2314

Other funds holding LQDW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

AE Wealth Management opened a new position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q2 2026: 627 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #2314 among its holdings.

43 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

  • AE Wealth Management held 627 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $15.1K as of Q2 2026.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF was a new AE Wealth Management position in Q2 2026.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2314 holding.
  • 43 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

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