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Steward Partners Investment Advisory’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Steward Partners Investment Advisory’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 		$328K Buy
11,263
+212
+2% +$6.17K ﹤0.01% 1956
2026
Q1 		$326K Buy
11,051
+60
+0.5% +$1.78K ﹤0.01% 1767
2025
Q4 		$328K Sell
10,991
-424
-4% -$12.7K ﹤0.01% 1660
2025
Q3 		$347K Sell
11,415
-80
-0.7% -$2.42K ﹤0.01% 1576
2025
Q2 		$352K Buy
11,495
+1,076
+10% +$33K ﹤0.01% 1475
2025
Q1 		$328K Buy
10,419
+250
+2% +$7.93K ﹤0.01% 1401
2024
Q4 		$323K Sell
10,169
-481
-5% -$15.6K ﹤0.01% 1363
2024
Q3 		$350K Hold
10,650
– – ﹤0.01% 1269
2024
Q2 		$349K Sell
10,650
-1,000
-9% -$32.9K ﹤0.01% 1221
2024
Q1 		$391K Sell
11,650
-56
-0.5% -$1.88K ﹤0.01% 1156
2023
Q4 		$392K Hold
11,706
– – 0.01% 1108
2023
Q3 		$404K Buy
11,706
+11,406
+3,802% +$400K 0.01% 1002
2023
Q2 		$10.7K Buy
+300
New +$10.7K ﹤0.01% 2549

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
PCG
Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Steward Partners Investment Advisory's HYGW Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 1.9% in Q2 2026, buying an estimated $6.17K and bringing the position to 11,263 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Steward Partners Investment Advisory first reported a position in HYGW in Q2 2023 and has held it in 13 quarters since. The position peaked at $404K in Q3 2023. 50 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • Steward Partners Investment Advisory held 11,263 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $328K as of Q2 2026.
  • Steward Partners Investment Advisory bought 212 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $6.17K.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1956 holding.
  • Steward Partners Investment Advisory first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q2 2023 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $404K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.