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 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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Prosperity Consulting Group's HYGW Position: Q1 2026 in Review

Prosperity Consulting Group held its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) position steady in Q1 2026 at 34,059 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #248.

Prosperity Consulting Group first reported a position in HYGW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Prosperity Consulting Group held 34,059 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $1M as of Q1 2026.
Prosperity Consulting Group left its iShares High Yield Corporate Bond BuyWrite Strategy ETF share count unchanged in Q1 2026.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.04% of Prosperity Consulting Group's portfolio in Q1 2026, its #248 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 3 quarters since.
Prosperity Consulting Group's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $1.02M in Q4 2025.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.