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American Financial Network Advisory Services’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

American Financial Network Advisory Services’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
Q4 		– Sell
-465
Closed -$10K – 731
2017
Q3 		$10K Buy
+465
New +$10.4K ﹤0.01% 495

Other funds holding PBP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
FIAS
FinTrust Investment Advisory Services Greenville, South Carolina $109M AUM
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

American Financial Network Advisory Services's PBP Position: Q4 2017 in Review

American Financial Network Advisory Services sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2017, closing a stake of 465 shares — an estimated $10K sold.

American Financial Network Advisory Services first reported a position in PBP in Q3 2017 and held it in 1 quarter. The position peaked at $10K in Q3 2017. 83 funds tracked by Wall St. Rank hold PBP as of Q4 2017.

  • American Financial Network Advisory Services reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2017 after selling out during the quarter.
  • American Financial Network Advisory Services sold 465 Invesco S&P 500 BuyWrite ETF shares in Q4 2017, an estimated $10K.
  • American Financial Network Advisory Services first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2017 and held it in 1 quarter.
  • American Financial Network Advisory Services's Invesco S&P 500 BuyWrite ETF position peaked at $10K in Q3 2017.
  • 83 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2017.

Based on American Financial Network Advisory Services's 13F filing for Q4 2017, filed 2 Jan 2018.