AAP
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Arax Advisory Partners’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Arax Advisory Partners’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 		$628K Buy
27,430
+10,311
+60% +$233K ﹤0.01% 1491
2026
Q1 		$376K Buy
17,119
+376
+2% +$8.53K 0.01% 755
2025
Q4 		$382K Buy
+16,743
New +$379K 0.01% 718
2025
Q3 		– Sell
-15,568
Closed -$340K – 4091
2025
Q2 		$340K Buy
15,568
+456
+3% +$9.84K 0.02% 494
2025
Q1 		$335K Buy
15,112
+378
+3% +$8.82K 0.02% 396
2024
Q4 		$347K Buy
14,734
+377
+3% +$8.72K 0.02% 372
2024
Q3 		$328K Buy
14,357
+353
+3% +$7.91K 0.03% 264
2024
Q2 		$310K Buy
14,004
+336
+2% +$7.45K 0.03% 260
2024
Q1 		$307K Buy
13,668
+306
+2% +$6.74K 0.03% 243
2023
Q4 		$290K Buy
13,362
+330
+3% +$7.06K 0.03% 239
2023
Q3 		$278K Buy
13,032
+36
+0.3% +$791 0.03% 212
2023
Q2 		$287K Buy
12,996
+36
+0.3% +$777 0.04% 192
2023
Q1 		$275K Buy
12,960
+1,043
+9% +$21.8K 0.04% 193
2022
Q4 		$240K Buy
11,917
+87
+0.7% +$1.74K 0.03% 200
2022
Q3 		$224K Buy
11,830
+78
+0.7% +$1.61K 0.04% 194
2022
Q2 		$242K Buy
11,752
+14
+0.1% +$305 0.04% 195
2022
Q1 		$273K Buy
11,738
+613
+6% +$13.8K 0.04% 200
2021
Q4 		$257K Buy
11,125
+29
+0.3% +$686 0.03% 214
2021
Q3 		$255K Buy
11,096
+33
+0.3% +$757 0.03% 209
2021
Q2 		$250K Buy
+11,063
New +$244K 0.03% 212
2020
Q4 		$243K Buy
11,858
+46
+0.4% +$912 0.04% 186
2020
Q3 		$226K Buy
11,812
+35
+0.3% +$660 0.04% 166
2020
Q2 		$214K Buy
11,777
+32
+0.3% +$564 0.04% 167
2020
Q1 		$196K Buy
+11,745
New +$237K 0.05% 156

Other funds holding PBP

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Arax Advisory Partners's PBP Position: Q2 2026 in Review

Arax Advisory Partners increased its Invesco S&P 500 BuyWrite ETF (PBP) stake by 60% in Q2 2026, buying an estimated $233K and bringing the position to 27,430 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Arax Advisory Partners first reported a position in PBP in Q1 2020 and has held it in 24 quarters since. 64 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

  • Arax Advisory Partners held 27,430 shares of Invesco S&P 500 BuyWrite ETF worth $628K as of Q2 2026.
  • Arax Advisory Partners bought 10,311 Invesco S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $233K.
  • Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1491 holding.
  • Arax Advisory Partners first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2020 and has held it in 24 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.