Aurora Private Wealth’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Aurora Private Wealth’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
2025 Q2	$320K	Sell	12,556 -21	-0.2%	-$537	0.24%	110
2025 Q1	$331K	Hold	12,577	–	–	0.26%	96
2024 Q4	$330K	Buy	+12,577	New	+$343K	0.25%	99

Other funds holding LQDW

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWM

Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Aurora Private Wealth's LQDW Position: Q2 2025 in Review

Aurora Private Wealth reduced its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 0.17% in Q2 2025, selling an estimated $537 and leaving 12,556 shares worth $320K. The position accounts for 0.24% of the portfolio, ranked #110.

Aurora Private Wealth first reported a position in LQDW in Q4 2024 and has held it in 3 quarters since. The position peaked at $331K in Q1 2025. 33 funds tracked by Wall St. Rank hold LQDW as of Q2 2025.

Aurora Private Wealth held 12,556 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $320K as of Q2 2025.
Aurora Private Wealth sold 21 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2025, an estimated $537.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.24% of Aurora Private Wealth's portfolio in Q2 2025, its #110 holding.
Aurora Private Wealth first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 3 quarters since.
Aurora Private Wealth's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $331K in Q1 2025.
33 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2025.

Based on Aurora Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.