LGT Financial Advisors’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

LGT Financial Advisors’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	-290	Closed	-$8.55K	–	240
2026 Q1	$8.55K	Sell	290 -410	-59%	-$12.2K	0.04%	152
2025 Q4	$20.9K	Buy	700 +32	+5%	+$961	0.13%	101
2025 Q3	$20.3K	Sell	668 -2,583	-79%	-$78.1K	0.04%	186
2025 Q2	$99.5K	Buy	3,251 +105	+3%	+$3.22K	0.25%	74
2025 Q1	$98.9K	Buy	3,146 +43	+1%	+$1.36K	0.3%	72
2024 Q4	$98.6K	Buy	+3,103	New	+$100K	0.22%	90

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

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

LGT Financial Advisors's HYGW Position: Q2 2026 in Review

LGT Financial Advisors sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q2 2026, closing a stake of 290 shares — an estimated $8.55K sold.

LGT Financial Advisors first reported a position in HYGW in Q4 2024 and held it in 6 quarters. The position peaked at $99.5K in Q2 2025. 23 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

LGT Financial Advisors reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
LGT Financial Advisors sold 290 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $8.55K.
LGT Financial Advisors first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and held it in 6 quarters.
LGT Financial Advisors's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $99.5K in Q2 2025.
23 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.