Wealth Enhancement Advisory Services’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LQDW Stock Details LQDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$502K	Sell	21,232 -1,784	-8%	-$42.8K	﹤0.01%	2684
2026 Q1	$552K	Sell	23,016 -101,956	-82%	-$2.5M	﹤0.01%	2240
2025 Q4	$3.07M	Buy	124,972 +4,939	+4%	+$123K	﹤0.01%	1276
2025 Q3	$3.01M	Buy	120,033 +50,975	+74%	+$1.29M	﹤0.01%	1210
2025 Q2	$1.74M	Buy	+69,058	New	+$1.77M	﹤0.01%	1431

Other funds holding LQDW

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

BCM

BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's LQDW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 7.8% in Q2 2026, selling an estimated $42.8K and leaving 21,232 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

Wealth Enhancement Advisory Services first reported a position in LQDW in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.07M in Q4 2025. 23 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

Wealth Enhancement Advisory Services held 21,232 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $502K as of Q2 2026.
Wealth Enhancement Advisory Services sold 1,784 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $42.8K.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2684 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $3.07M in Q4 2025.
23 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.