Allworth Financial’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Allworth Financial’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
2026 Q2	$13.2K	Buy	+578	New	+$13.1K	﹤0.01%	3528
2023 Q3	–	Sell	-1,545	Closed	-$34.2K	–	3517
2023 Q2	$34.2K	Buy	+1,545	New	+$33.4K	﹤0.01%	1262

Other funds holding PBP

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

UCB

United Community Bank Greenville, South Carolina $323M AUM 21.07% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Allworth Financial's PBP Position: Q2 2026 in Review

Allworth Financial opened a new position in Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2026: 578 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #3528 among its holdings. This is a return to the name: Allworth Financial previously reported a position in PBP as recently as Q2 2023.

Allworth Financial first reported a position in PBP in Q2 2023 and has held it in 2 quarters since. The position peaked at $34.2K in Q2 2023. 64 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

Allworth Financial held 578 shares of Invesco S&P 500 BuyWrite ETF worth $13.2K as of Q2 2026.
Invesco S&P 500 BuyWrite ETF was a new Allworth Financial position in Q2 2026.
Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3528 holding.
Allworth Financial first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2023 and has held it in 2 quarters since.
Allworth Financial's Invesco S&P 500 BuyWrite ETF position peaked at $34.2K in Q2 2023.
64 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.