ZF
HYGW icon

Zega Financial’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Zega Financial’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
2024
Q2 		– Sell
-13,600
Closed -$457K – 119
2024
Q1 		$457K Buy
13,600
+1,283
+10% +$43K 0.16% 67
2023
Q4 		$412K Buy
+12,317
New +$415K 0.13% 60

Other funds holding HYGW

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Zega Financial's HYGW Position: Q2 2024 in Review

Zega Financial sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q2 2024, closing a stake of 13,600 shares — an estimated $457K sold.

Zega Financial first reported a position in HYGW in Q4 2023 and held it in 2 quarters. The position peaked at $457K in Q1 2024. 20 funds tracked by Wall St. Rank hold HYGW as of Q2 2024.

  • Zega Financial reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Zega Financial sold 13,600 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2024, an estimated $457K.
  • Zega Financial first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2023 and held it in 2 quarters.
  • Zega Financial's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $457K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2024.

Based on Zega Financial's 13F filing for Q2 2024, filed 12 Aug 2024.