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Andrew C. Karlinski’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Andrew C. Karlinski’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
2022
Q3 		– Sell
-291
Closed -$6K – 338
2022
Q2 		$6K Sell
291
-19
-6% -$413 0.01% 193
2022
Q1 		$7K Sell
310
-2
-0.6% -$45 0.01% 186
2021
Q4 		$7K Buy
+312
New +$7.38K 0.01% 140

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Andrew C. Karlinski's PBP Position: Q3 2022 in Review

Andrew C. Karlinski sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2022, closing a stake of 291 shares — an estimated $6K sold.

Andrew C. Karlinski first reported a position in PBP in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 58 funds tracked by Wall St. Rank hold PBP as of Q3 2022.

  • Andrew C. Karlinski reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 291 Invesco S&P 500 BuyWrite ETF shares in Q3 2022, an estimated $6K.
  • Andrew C. Karlinski first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2021 and held it in 3 quarters.
  • Andrew C. Karlinski's Invesco S&P 500 BuyWrite ETF position peaked at $7K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2022.

Based on Andrew C. Karlinski's 13F filing for Q3 2022, filed 14 Nov 2022.