Kingsview Wealth Management’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Kingsview Wealth Management’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
2025 Q3	–	Sell	-17,881	Closed	-$456K	–	1255
2025 Q2	$456K	Buy	+17,881	New	+$457K	0.01%	799

Other funds holding LQDW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NWM

Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

Kingsview Wealth Management's LQDW Position: Q3 2025 in Review

Kingsview Wealth Management sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q3 2025, closing a stake of 17,881 shares — an estimated $456K sold.

Kingsview Wealth Management first reported a position in LQDW in Q2 2025 and held it in 1 quarter. The position peaked at $456K in Q2 2025. 34 funds tracked by Wall St. Rank hold LQDW as of Q3 2025.

Kingsview Wealth Management reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 17,881 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q3 2025, an estimated $456K.
Kingsview Wealth Management first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q2 2025 and held it in 1 quarter.
Kingsview Wealth Management's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $456K in Q2 2025.
34 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.