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Fortis Group Advisors’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Fortis Group Advisors’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 		$692K Buy
23,790
+1,131
+5% +$32.9K 0.11% 169
2026
Q1 		$663K Sell
22,659
-200
-0.9% -$5.95K 0.11% 173
2025
Q4 		$686K Sell
22,859
-390
-2% -$11.7K 0.12% 187
2025
Q3 		$703K Buy
+23,249
New +$703K 0.12% 142

Other funds holding HYGW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Fortis Group Advisors's HYGW Position: Q2 2026 in Review

Fortis Group Advisors increased its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 5% in Q2 2026, buying an estimated $32.9K and bringing the position to 23,790 shares worth $692K. The position accounts for 0.11% of the portfolio, ranked #169.

Fortis Group Advisors first reported a position in HYGW in Q3 2025 and has held it in 4 quarters since. The position peaked at $703K in Q3 2025. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • Fortis Group Advisors held 23,790 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $692K as of Q2 2026.
  • Fortis Group Advisors bought 1,131 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $32.9K.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.11% of Fortis Group Advisors's portfolio in Q2 2026, its #169 holding.
  • Fortis Group Advisors first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Fortis Group Advisors's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $703K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.