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Orion Portfolio Solutions’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$378K Buy
+12,021
New +$381K ﹤0.01% 1529

Other funds holding HYGW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orion Portfolio Solutions's HYGW Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2025: 12,021 shares worth $378K. The stake represents ﹤0.01% of the portfolio and ranks #1529 among its holdings.

68 funds tracked by Wall St. Rank hold HYGW as of Q1 2025.

  • Orion Portfolio Solutions held 12,021 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $378K as of Q1 2025.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1529 holding.
  • 68 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.