FCA
LQDW icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $205M AUM
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Fortis Capital Advisors's LQDW Position: Q1 2026 in Review

Fortis Capital Advisors increased its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 39% in Q1 2026, buying an estimated $152K and bringing the position to 22,199 shares worth $537K. The position accounts for 0.07% of the portfolio, ranked #223.

Fortis Capital Advisors first reported a position in LQDW in Q4 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

  • Fortis Capital Advisors held 22,199 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $537K as of Q1 2026.
  • Fortis Capital Advisors bought 6,225 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $152K.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.07% of Fortis Capital Advisors's portfolio in Q1 2026, its #223 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 2 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.