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Summit X LLC’s iShares HYG Premium Income+ 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 $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Summit X LLC sold out of iShares HYG Premium Income+ 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 HYG Premium Income+ ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 11,331 iShares HYG Premium Income+ ETF shares in Q3 2025, an estimated $347K.
  • Summit X LLC first reported a position in iShares HYG Premium Income+ ETF in Q4 2024 and held it in 3 quarters.
  • Summit X LLC's iShares HYG Premium Income+ ETF position peaked at $347K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held iShares HYG Premium Income+ ETF as of Q3 2025.

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