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Atria Wealth Solutions’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$391K Sell
12,784
-16,765
-57% -$514K 0.01% 1037
2025
Q1 		$929K Buy
29,549
+2,584
+10% +$82K 0.01% 917
2024
Q4 		$857K Buy
+26,965
New +$872K 0.01% 990

Other funds holding HYGW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Atria Wealth Solutions's HYGW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 57% in Q2 2025, selling an estimated $514K and leaving 12,784 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #1037.

Atria Wealth Solutions first reported a position in HYGW in Q4 2024 and has held it in 3 quarters since. The position peaked at $929K in Q1 2025. 67 funds tracked by Wall St. Rank hold HYGW as of Q2 2025.

  • Atria Wealth Solutions held 12,784 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $391K as of Q2 2025.
  • Atria Wealth Solutions sold 16,765 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2025, an estimated $514K.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1037 holding.
  • Atria Wealth Solutions first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 3 quarters since.
  • Atria Wealth Solutions's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $929K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.