6 Meridian’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

6 Meridian’s Portfolio PBP Stock Details PBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$534K	Buy	23,085 +852	+4%	+$20.2K	0.04%	156
2021 Q3	$511K	Sell	22,233 -8,756	-28%	-$201K	0.04%	159
2021 Q2	$702K	Sell	30,989 -3,253	-10%	-$71.6K	0.06%	146
2021 Q1	$742K	Sell	34,242 -34,014	-50%	-$714K	0.06%	140
2020 Q4	$1.4M	Sell	68,256 -10,532	-13%	-$209K	0.13%	103
2020 Q3	$1.51M	Buy	78,788 +66,088	+520%	+$1.25M	0.16%	98
2020 Q2	$230K	Sell	12,700 -1,236	-9%	-$21.8K	0.02%	263
2020 Q1	$233K	Buy	13,936 +3,456	+33%	+$69.6K	0.02%	413
2019 Q4	$226K	Buy	+10,480	New	+$231K	0.02%	438

Other funds holding PBP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

6 Meridian's PBP Position: Q4 2021 in Review

6 Meridian increased its Invesco S&P 500 BuyWrite ETF (PBP) stake by 3.8% in Q4 2021, buying an estimated $20.2K and bringing the position to 23,085 shares worth $534K. The position accounts for 0.04% of the portfolio, ranked #156.

6 Meridian first reported a position in PBP in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.51M in Q3 2020. 64 funds tracked by Wall St. Rank hold PBP as of Q4 2021.

6 Meridian held 23,085 shares of Invesco S&P 500 BuyWrite ETF worth $534K as of Q4 2021.
6 Meridian bought 852 Invesco S&P 500 BuyWrite ETF shares in Q4 2021, an estimated $20.2K.
Invesco S&P 500 BuyWrite ETF made up 0.04% of 6 Meridian's portfolio in Q4 2021, its #156 holding.
6 Meridian first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2019 and has held it in 9 quarters since.
6 Meridian's Invesco S&P 500 BuyWrite ETF position peaked at $1.51M in Q3 2020.
64 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.