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Allen Mooney & Barnes Investment Advisors’s Main BuyWrite ETF BUYW Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
2024
Q2 		– Sell
-42,245
Closed -$574K – 152
2024
Q1 		$574K Buy
+42,245
New +$572K 0.11% 92

Other funds holding BUYW

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's BUYW Position: Q2 2024 in Review

Allen Mooney & Barnes Investment Advisors sold out of Main BuyWrite ETF (BUYW) in Q2 2024, closing a stake of 42,245 shares — an estimated $574K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in BUYW in Q1 2024 and held it in 1 quarter. The position peaked at $574K in Q1 2024. 50 funds tracked by Wall St. Rank hold BUYW as of Q2 2024.

  • Allen Mooney & Barnes Investment Advisors reported no remaining Main BuyWrite ETF position as of Q2 2024 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 42,245 Main BuyWrite ETF shares in Q2 2024, an estimated $574K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Main BuyWrite ETF in Q1 2024 and held it in 1 quarter.
  • Allen Mooney & Barnes Investment Advisors's Main BuyWrite ETF position peaked at $574K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q2 2024.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.