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Prosperity Consulting Group’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Prosperity Consulting 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
2026
Q2 		$937K Sell
32,207
-1,852
-5% -$53.9K 0.04% 279
2026
Q1 		$1M Hold
34,059
– – 0.04% 248
2025
Q4 		$1.02M Buy
34,059
+6,805
+25% +$204K 0.05% 247
2025
Q3 		$828K Buy
+27,254
New +$824K 0.04% 274

Other funds holding HYGW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prosperity Consulting Group's HYGW Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 5.4% in Q2 2026, selling an estimated $53.9K and leaving 32,207 shares worth $937K. The position accounts for 0.04% of the portfolio, ranked #279.

Prosperity Consulting Group first reported a position in HYGW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2025. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • Prosperity Consulting Group held 32,207 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $937K as of Q2 2026.
  • Prosperity Consulting Group sold 1,852 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $53.9K.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.04% of Prosperity Consulting Group's portfolio in Q2 2026, its #279 holding.
  • Prosperity Consulting Group first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Prosperity Consulting Group's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $1.02M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.