SeaCrest Wealth Management’s iShares LQD Premium Income+ 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 Q3	$693K	Buy	30,500 +2,000	+7%	+$46.7K	0.08%	206
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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BluePath Capital Management Atlanta, Georgia $192M AUM 26.04% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

SeaCrest Wealth Management's LQDW Position: Q3 2026 in Review

SeaCrest Wealth Management increased its iShares LQD Premium Income+ ETF (LQDW) stake by 7% in Q3 2026, buying an estimated $46.7K and bringing the position to 30,500 shares worth $693K. The position accounts for 0.08% of the portfolio, ranked #206.

SeaCrest Wealth Management first reported a position in LQDW in Q1 2023 and has held it in 15 quarters since. The position peaked at $1M in Q1 2023. 20 funds tracked by Wall St. Rank hold LQDW as of Q3 2026.

SeaCrest Wealth Management held 30,500 shares of iShares LQD Premium Income+ ETF worth $693K as of Q3 2026.
SeaCrest Wealth Management bought 2,000 iShares LQD Premium Income+ ETF shares in Q3 2026, an estimated $46.7K.
iShares LQD Premium Income+ ETF made up 0.08% of SeaCrest Wealth Management's portfolio in Q3 2026, its #206 holding.
SeaCrest Wealth Management first reported a position in iShares LQD Premium Income+ ETF in Q1 2023 and has held it in 15 quarters since.
SeaCrest Wealth Management's iShares LQD Premium Income+ ETF position peaked at $1M in Q1 2023.
20 funds tracked by Wall St. Rank held iShares LQD Premium Income+ ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.