Avidian Wealth Enterprises’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Avidian Wealth Enterprises’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	$211K	Hold	8,786	–	–	0.01%	689
2026 Q1	$212K	Hold	8,786	–	–	0.01%	632
2025 Q4	$216K	Hold	8,786	–	–	0.01%	545
2025 Q3	$222K	Hold	8,786	–	–	0.01%	540
2025 Q2	$224K	Buy	+8,786	New	+$225K	0.01%	497

Other funds holding LQDW

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

BCM

BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Avidian Wealth Enterprises's LQDW Position: Q2 2026 in Review

Avidian Wealth Enterprises held its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) position steady in Q2 2026 at 8,786 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #689.

Avidian Wealth Enterprises first reported a position in LQDW in Q2 2025 and has held it in 5 quarters since. The position peaked at $224K in Q2 2025. 23 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

Avidian Wealth Enterprises held 8,786 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $211K as of Q2 2026.
Avidian Wealth Enterprises left its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF share count unchanged in Q2 2026.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #689 holding.
Avidian Wealth Enterprises first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Avidian Wealth Enterprises's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $224K in Q2 2025.
23 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.