SeaCrest Wealth Management’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

SeaCrest Wealth Management’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 Q2	$685K	Buy	28,500 +1,000	+4%	+$24K	0.08%	228
2026 Q1	$665K	Hold	27,500	–	–	0.07%	254
2025 Q4	$677K	Hold	27,500	–	–	0.07%	251
2025 Q3	$691K	Hold	27,500	–	–	0.07%	247
2025 Q2	$702K	Buy	27,500 +3,500	+15%	+$89.5K	0.08%	239
2025 Q1	$631K	Hold	24,000	–	–	0.07%	267
2024 Q4	$630K	Hold	24,000	–	–	0.07%	281
2024 Q3	$682K	Hold	24,000	–	–	0.07%	273
2024 Q2	$676K	Sell	24,000 -3,000	-11%	-$84.9K	0.08%	251
2024 Q1	$791K	Hold	27,000	–	–	0.1%	218
2023 Q4	$794K	Hold	27,000	–	–	0.1%	219
2023 Q3	$851K	Sell	27,000 -2,000	-7%	-$65K	0.11%	197
2023 Q2	$978K	Hold	29,000	–	–	0.12%	169
2023 Q1	$1M	Buy	+29,000	New	+$1M	0.14%	161

Other funds holding LQDW

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

KFS

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

AAG

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BCM

BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

SeaCrest Wealth Management's LQDW Position: Q2 2026 in Review

SeaCrest Wealth Management increased its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 3.6% in Q2 2026, buying an estimated $24K and bringing the position to 28,500 shares worth $685K. The position accounts for 0.08% of the portfolio, ranked #228.

SeaCrest Wealth Management first reported a position in LQDW in Q1 2023 and has held it in 14 quarters since. The position peaked at $1M in Q1 2023. 19 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

SeaCrest Wealth Management held 28,500 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $685K as of Q2 2026.
SeaCrest Wealth Management bought 1,000 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $24K.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.08% of SeaCrest Wealth Management's portfolio in Q2 2026, its #228 holding.
SeaCrest Wealth Management first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q1 2023 and has held it in 14 quarters since.
SeaCrest Wealth Management's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $1M in Q1 2023.
19 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.