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

Summit X LLC’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
2025
Q3 		– Sell
-11,331
Closed -$347K – 104
2025
Q2 		$347K Buy
11,331
+1,007
+10% +$30.9K 0.06% 176
2025
Q1 		$325K Buy
10,324
+401
+4% +$12.7K 0.07% 163
2024
Q4 		$315K Buy
+9,923
New +$321K 0.07% 159

Other funds holding HYGW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit X LLC's HYGW Position: Q3 2025 in Review

Summit X LLC sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q3 2025, closing a stake of 11,331 shares — an estimated $347K sold.

Summit X LLC first reported a position in HYGW in Q4 2024 and held it in 3 quarters. The position peaked at $347K in Q2 2025. 73 funds tracked by Wall St. Rank hold HYGW as of Q3 2025.

  • Summit X LLC reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 11,331 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q3 2025, an estimated $347K.
  • Summit X LLC first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and held it in 3 quarters.
  • Summit X LLC's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $347K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.