FWA
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FSC Wealth Advisors’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

FSC Wealth Advisors’s Portfolio TLTW Stock Details TLTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,216
Closed -$239K – 69
2025
Q3 		$239K Buy
10,216
+1,398
+16% +$32K 0.14% 67
2025
Q2 		$204K Sell
8,818
-221
-2% -$5.08K 0.13% 70
2025
Q1 		$217K Buy
9,039
+4,389
+94% +$104K 0.14% 60
2024
Q4 		$109K Sell
4,650
-3,015
-39% -$75.8K 0.07% 82
2024
Q3 		$207K Buy
7,665
+384
+5% +$10.2K 0.15% 65
2024
Q2 		$187K Buy
7,281
+253
+4% +$6.46K 0.14% 57
2024
Q1 		$188K Buy
7,028
+2,307
+49% +$61.4K 0.13% 55
2023
Q4 		$130K Buy
+4,721
New +$131K 0.1% 61

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return