Principal Securities’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Principal Securities’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 Q4	–	Sell	-520	Closed	-$15.8K	–	2336
2025 Q3	$15.8K	Hold	520	–	–	﹤0.01%	2521
2025 Q2	$15.9K	Hold	520	–	–	﹤0.01%	2428
2025 Q1	$16.5K	Hold	520	–	–	﹤0.01%	2314
2024 Q4	$16.5K	Hold	520	–	–	﹤0.01%	2310
2024 Q3	$17.1K	Hold	520	–	–	﹤0.01%	2201
2024 Q2	$17K	Hold	520	–	–	﹤0.01%	2142
2024 Q1	$17.5K	Hold	520	–	–	﹤0.01%	2069
2023 Q4	$17.4K	Buy	+520	New	+$17.5K	﹤0.01%	1993

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Principal Securities's HYGW Position: Q4 2025 in Review

Principal Securities sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q4 2025, closing a stake of 520 shares — an estimated $15.8K sold.

Principal Securities first reported a position in HYGW in Q4 2023 and held it in 8 quarters. The position peaked at $17.5K in Q1 2024. 86 funds tracked by Wall St. Rank hold HYGW as of Q4 2025.

Principal Securities reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 520 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q4 2025, an estimated $15.8K.
Principal Securities first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $17.5K in Q1 2024.
86 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.