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Alliance Wealth Management Group’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Alliance Wealth Management Group’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
2017
Q1 		– Sell
-38,905
Closed -$829K – 67
2016
Q4 		$829K Buy
+38,905
New +$829K 0.61% 17

Other funds holding PBP

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Alliance Wealth Management Group's PBP Position: Q1 2017 in Review

Alliance Wealth Management Group sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2017, closing a stake of 38,905 shares — an estimated $829K sold.

Alliance Wealth Management Group first reported a position in PBP in Q4 2016 and held it in 1 quarter. The position peaked at $829K in Q4 2016. 68 funds tracked by Wall St. Rank hold PBP as of Q1 2017.

  • Alliance Wealth Management Group reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2017 after selling out during the quarter.
  • Alliance Wealth Management Group sold 38,905 Invesco S&P 500 BuyWrite ETF shares in Q1 2017, an estimated $829K.
  • Alliance Wealth Management Group first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2016 and held it in 1 quarter.
  • Alliance Wealth Management Group's Invesco S&P 500 BuyWrite ETF position peaked at $829K in Q4 2016.
  • 68 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2017.

Based on Alliance Wealth Management Group's 13F filing for Q1 2017, filed 12 May 2017.