Prime Capital Investment Advisors’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Prime Capital Investment Advisors’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
2026 Q1	$3.46M	Sell	143,131 -177,833	-55%	-$4.35M	0.04%	277
2025 Q4	$7.88M	Sell	320,964 -14,855	-4%	-$371K	0.1%	154
2025 Q3	$8.49M	Buy	335,819 +19,899	+6%	+$503K	0.11%	141
2025 Q2	$8.06M	Sell	315,920 -251,381	-44%	-$6.43M	0.11%	149
2025 Q1	$14.9M	Buy	567,301 +309,719	+120%	+$8.15M	0.17%	107
2024 Q4	$6.77M	Sell	257,582 -660	-0.3%	-$18K	0.1%	147
2024 Q3	$7.33M	Buy	258,242 +33,027	+15%	+$935K	0.1%	145
2024 Q2	$6.35M	Sell	225,215 -68,434	-23%	-$1.94M	0.09%	154
2024 Q1	$8.6M	Buy	293,649 +100,182	+52%	+$2.94M	0.12%	144
2023 Q4	$5.74M	Buy	193,467 +118,030	+156%	+$3.58M	0.09%	183
2023 Q3	$2.38M	Buy	75,437 +17,255	+30%	+$561K	0.05%	232
2023 Q2	$1.96M	Buy	+58,182	New	+$1.97M	0.04%	255

Other funds holding LQDW

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

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

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

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prime Capital Investment Advisors's LQDW Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 55% in Q1 2026, selling an estimated $4.35M and leaving 143,131 shares worth $3.46M. The position accounts for 0.04% of the portfolio, ranked #277.

Prime Capital Investment Advisors first reported a position in LQDW in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.9M in Q1 2025. 45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

Prime Capital Investment Advisors held 143,131 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $3.46M as of Q1 2026.
Prime Capital Investment Advisors sold 177,833 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $4.35M.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.04% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #277 holding.
Prime Capital Investment Advisors first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q2 2023 and has held it in 12 quarters since.
Prime Capital Investment Advisors's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $14.9M in Q1 2025.
45 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.