Aptus Capital Advisors’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Aptus Capital Advisors’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 Q1	$2.21K	Hold	75	–	–	﹤0.01%	1618
2025 Q4	$2.24K	Hold	75	–	–	﹤0.01%	1608
2025 Q3	$2.28K	Sell	75 -16	-18%	-$484	﹤0.01%	1534
2025 Q2	$2.78K	Hold	91	–	–	﹤0.01%	1459
2025 Q1	$2.86K	Hold	91	–	–	﹤0.01%	1368
2024 Q4	$2.89K	Buy	91 +16	+21%	+$517	﹤0.01%	1362
2024 Q3	$2.46K	Hold	75	–	–	﹤0.01%	1179
2024 Q2	$2.46K	Hold	75	–	–	﹤0.01%	1102
2024 Q1	$2.52K	Hold	75	–	–	﹤0.01%	1122
2023 Q4	$2.51K	Hold	75	–	–	﹤0.01%	856
2023 Q3	$2.59K	Hold	75	–	–	﹤0.01%	857
2023 Q2	$2.68K	Buy	+75	New	+$2.68K	﹤0.01%	754

Other funds holding HYGW

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

HWAM

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

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

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

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Aptus Capital Advisors's HYGW Position: Q1 2026 in Review

Aptus Capital Advisors held its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) position steady in Q1 2026 at 75 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Aptus Capital Advisors first reported a position in HYGW in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.89K in Q4 2024. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Aptus Capital Advisors held 75 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $2.21K as of Q1 2026.
Aptus Capital Advisors left its iShares High Yield Corporate Bond BuyWrite Strategy ETF share count unchanged in Q1 2026.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1618 holding.
Aptus Capital Advisors first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q2 2023 and has held it in 12 quarters since.
Aptus Capital Advisors's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $2.89K in Q4 2024.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.