Park Square Financial Group’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Park Square Financial Group’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 Q3	–	Sell	-85	Closed	-$2.6K	–	569
2025 Q2	$2.6K	Buy	85 +5	+6%	+$153	﹤0.01%	845
2025 Q1	$2.52K	Buy	80 +1	+1%	+$32	﹤0.01%	831
2024 Q4	$2.51K	Buy	+79	New	+$2.56K	﹤0.01%	806

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Park Square Financial Group's HYGW Position: Q3 2025 in Review

Park Square Financial Group sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q3 2025, closing a stake of 85 shares — an estimated $2.6K sold.

Park Square Financial Group first reported a position in HYGW in Q4 2024 and held it in 3 quarters. The position peaked at $2.6K in Q2 2025. 73 funds tracked by Wall St. Rank hold HYGW as of Q3 2025.

Park Square Financial Group reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 85 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q3 2025, an estimated $2.6K.
Park Square Financial Group first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $2.6K in Q2 2025.
73 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.