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Summit Financial’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Summit Financial’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 		– Sell
-10,496
Closed -$310K – 1601
2026
Q1 		$310K Buy
+10,496
New +$312K ﹤0.01% 1181

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

Summit Financial's HYGW Position: Q2 2026 in Review

Summit Financial sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q2 2026, closing a stake of 10,496 shares — an estimated $310K sold.

Summit Financial first reported a position in HYGW in Q1 2026 and held it in 1 quarter. The position peaked at $310K in Q1 2026. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • Summit Financial reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 10,496 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $310K.
  • Summit Financial first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Summit Financial's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $310K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.