Janney Montgomery Scott’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Janney Montgomery Scott’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	–	Sell	-16,940	Closed	-$410K	–	3147
2026 Q1	$410K	Buy	+16,940	New	+$415K	﹤0.01%	2177

Other funds holding LQDW

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 $1.64B AUM 19.37% 1-Year Est. Return

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

Janney Montgomery Scott's LQDW Position: Q2 2026 in Review

Janney Montgomery Scott sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q2 2026, closing a stake of 16,940 shares — an estimated $410K sold.

Janney Montgomery Scott first reported a position in LQDW in Q1 2026 and held it in 1 quarter. The position peaked at $410K in Q1 2026. 43 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

Janney Montgomery Scott reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
Janney Montgomery Scott sold 16,940 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $410K.
Janney Montgomery Scott first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q1 2026 and held it in 1 quarter.
Janney Montgomery Scott's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $410K 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 Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.