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COMPASS FINANCIAL MANAGEMENT LLC’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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
Q2 		$5.97K Buy
+205
New +$5.96K ﹤0.01% 1153

Other funds holding HYGW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
PCG
Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's HYGW Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q2 2026: 205 shares worth $5.97K. The stake represents ﹤0.01% of the portfolio and ranks #1153 among its holdings.

40 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 205 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $5.97K as of Q2 2026.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1153 holding.
  • 40 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.