SIM
BUYW icon

Synergy Investment Management’s Main BuyWrite ETF BUYW Stock Holding History

Synergy Investment Management’s Portfolio BUYW Stock Details BUYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$116K Sell
8,060
-31
-0.4% -$446 0.03% 236
2026
Q1 		$114K Buy
+8,091
New +$115K 0.04% 183
2025
Q2 		– Sell
-7,837
Closed -$109K – 135
2025
Q1 		$109K Hold
7,837
– – 0.05% 165
2024
Q4 		$109K Buy
+7,837
New +$109K 0.05% 166

Other funds holding BUYW

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Synergy Investment Management's BUYW Position: Q2 2026 in Review

Synergy Investment Management reduced its Main BuyWrite ETF (BUYW) stake by 0.38% in Q2 2026, selling an estimated $446 and leaving 8,060 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #236.

Synergy Investment Management first reported a position in BUYW in Q4 2024 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold BUYW as of Q2 2026.

  • Synergy Investment Management held 8,060 shares of Main BuyWrite ETF worth $116K as of Q2 2026.
  • Synergy Investment Management sold 31 Main BuyWrite ETF shares in Q2 2026, an estimated $446.
  • Main BuyWrite ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #236 holding.
  • Synergy Investment Management first reported a position in Main BuyWrite ETF in Q4 2024 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.