Almanack Investment Partners’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Almanack Investment Partners’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
2024 Q4	–	Sell	-10,585	Closed	-$347K	–	188
2024 Q3	$347K	Buy	10,585 +1,583	+18%	+$51.7K	0.05%	134
2024 Q2	$295K	Sell	9,002 -6,649	-42%	-$219K	0.05%	143
2024 Q1	$526K	Buy	+15,651	New	+$525K	0.09%	101

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EFH

Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Almanack Investment Partners's HYGW Position: Q4 2024 in Review

Almanack Investment Partners sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q4 2024, closing a stake of 10,585 shares — an estimated $347K sold.

Almanack Investment Partners first reported a position in HYGW in Q1 2024 and held it in 3 quarters. The position peaked at $526K in Q1 2024. 60 funds tracked by Wall St. Rank hold HYGW as of Q4 2024.

Almanack Investment Partners reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q4 2024 after selling out during the quarter.
Almanack Investment Partners sold 10,585 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q4 2024, an estimated $347K.
Almanack Investment Partners first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q1 2024 and held it in 3 quarters.
Almanack Investment Partners's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $526K in Q1 2024.
60 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q4 2024.

Based on Almanack Investment Partners's 13F filing for Q4 2024, filed 28 Jan 2025.