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Kestra Advisory Services’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Kestra Advisory 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
Q1 		– Sell
-3,639
Closed -$109K – 3699
2025
Q4 		$109K Buy
+3,639
New +$109K ﹤0.01% 3362

Other funds holding HYGW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kestra Advisory Services's HYGW Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2026, closing a stake of 3,639 shares — an estimated $109K sold.

Kestra Advisory Services first reported a position in HYGW in Q4 2025 and held it in 1 quarter. The position peaked at $109K in Q4 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,639 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $109K.
  • Kestra Advisory Services first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $109K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.