BOLTON SECURITIES CORPORATION’s Westwood Enhanced Income Opportunity ETF YLDW Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio YLDW Stock Details YLDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.05M	Buy	42,135 +3,000	+8%	+$76.8K	0.04%	404
2026 Q2	$992K	Buy	39,135 +30,175	+337%	+$768K	0.04%	428
2026 Q1	$219K	Buy	+8,960	New	+$226K	0.01%	786

Other funds holding YLDW

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's YLDW Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Westwood Enhanced Income Opportunity ETF (YLDW) stake by 7.7% in Q3 2026, buying an estimated $76.8K and bringing the position to 42,135 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #404.

BOLTON SECURITIES CORPORATION first reported a position in YLDW in Q1 2026 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold YLDW as of Q3 2026.

BOLTON SECURITIES CORPORATION held 42,135 shares of Westwood Enhanced Income Opportunity ETF worth $1.05M as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 3,000 Westwood Enhanced Income Opportunity ETF shares in Q3 2026, an estimated $76.8K.
Westwood Enhanced Income Opportunity ETF made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #404 holding.
BOLTON SECURITIES CORPORATION first reported a position in Westwood Enhanced Income Opportunity ETF in Q1 2026 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held Westwood Enhanced Income Opportunity ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.