CreativeOne Wealth’s iShares HYG Premium Income+ 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 Q2	–	Sell	-25,332	Closed	-$747K	–	1235
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

CreativeOne Wealth's HYGW Position: Q2 2026 in Review

CreativeOne Wealth sold out of iShares HYG Premium Income+ ETF (HYGW) in Q2 2026, closing a stake of 25,332 shares — an estimated $747K sold.

CreativeOne Wealth first reported a position in HYGW in Q4 2024 and held it in 6 quarters. The position peaked at $1.77M in Q4 2025. 50 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

CreativeOne Wealth reported no remaining iShares HYG Premium Income+ ETF position as of Q2 2026 after selling out during the quarter.
CreativeOne Wealth sold 25,332 iShares HYG Premium Income+ ETF shares in Q2 2026, an estimated $747K.
CreativeOne Wealth first reported a position in iShares HYG Premium Income+ ETF in Q4 2024 and held it in 6 quarters.
CreativeOne Wealth's iShares HYG Premium Income+ ETF position peaked at $1.77M in Q4 2025.
50 funds tracked by Wall St. Rank held iShares HYG Premium Income+ ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.