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Fortis Capital Advisors’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Fortis Capital Advisors’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 		$481K Sell
20,016
-2,183
-10% -$52.3K 0.05% 250
2026
Q1 		$537K Buy
22,199
+6,225
+39% +$152K 0.07% 223
2025
Q4 		$392K Buy
+15,974
New +$399K 0.06% 220

Other funds holding LQDW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MG
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

Fortis Capital Advisors's LQDW Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 9.8% in Q2 2026, selling an estimated $52.3K and leaving 20,016 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #250.

Fortis Capital Advisors first reported a position in LQDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $537K in Q1 2026. 43 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

  • Fortis Capital Advisors held 20,016 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $481K as of Q2 2026.
  • Fortis Capital Advisors sold 2,183 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $52.3K.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.05% of Fortis Capital Advisors's portfolio in Q2 2026, its #250 holding.
  • Fortis Capital Advisors first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Fortis Capital Advisors's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $537K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.