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

CreativeOne Wealth’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	$747K	Sell	25,332 -33,821	-57%	-$1.01M	0.02%	669
2025 Q4	$1.77M	Buy	59,153 +3,468	+6%	+$104K	0.04%	359
2025 Q3	$1.69M	Buy	55,685 +888	+2%	+$26.9K	0.04%	379
2025 Q2	$1.68M	Buy	54,797 +5,839	+12%	+$179K	0.04%	390
2025 Q1	$1.54M	Sell	48,958 -873	-2%	-$27.7K	0.05%	359
2024 Q4	$1.58M	Buy	+49,831	New	+$1.61M	0.05%	342

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

CreativeOne Wealth's HYGW Position: Q1 2026 in Review

CreativeOne Wealth reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 57% in Q1 2026, selling an estimated $1.01M and leaving 25,332 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #669.

CreativeOne Wealth first reported a position in HYGW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.77M in Q4 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

CreativeOne Wealth held 25,332 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $747K as of Q1 2026.
CreativeOne Wealth sold 33,821 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $1.01M.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #669 holding.
CreativeOne Wealth first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 6 quarters since.
CreativeOne Wealth's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $1.77M in Q4 2025.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.