KFS
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Kelly Financial Services’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Kelly Financial Services’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 		– Sell
-57,353
Closed -$1.69M – 144
2026
Q1 		$1.69M Sell
57,353
-102,877
-64% -$3.06M 0.41% 37
2025
Q4 		$4.78M Buy
160,230
+27,853
+21% +$836K 1.2% 22
2025
Q3 		$4.02M Buy
132,377
+24,563
+23% +$743K 1.04% 26
2025
Q2 		$3.3M Buy
107,814
+12,699
+13% +$389K 0.97% 26
2025
Q1 		$2.99M Buy
95,115
+19,393
+26% +$615K 1.04% 23
2024
Q4 		$2.41M Buy
75,722
+68,339
+926% +$2.21M 0.87% 25
2024
Q3 		$242K Sell
7,383
-905
-11% -$29.5K 0.09% 102
2024
Q2 		$271K Sell
8,288
-3,857
-32% -$127K 0.1% 91
2024
Q1 		$408K Buy
12,145
+12,058
+13,860% +$404K 0.16% 72
2023
Q4 		$2.92K Buy
+87
New +$2.93K ﹤0.01% 543

Other funds holding HYGW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
QWM
QP Wealth Management Eatontown, New Jersey $70.1M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $513M AUM 23.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Kelly Financial Services's HYGW Position: Q2 2026 in Review

Kelly Financial Services sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q2 2026, closing a stake of 57,353 shares — an estimated $1.69M sold.

Kelly Financial Services first reported a position in HYGW in Q4 2023 and held it in 10 quarters. The position peaked at $4.78M in Q4 2025. 18 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • Kelly Financial Services reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Kelly Financial Services sold 57,353 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $1.69M.
  • Kelly Financial Services first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2023 and held it in 10 quarters.
  • Kelly Financial Services's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $4.78M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.