Atlas Private Wealth Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-390	Closed	-$9K	–	540
2021 Q3	$9K	Buy	390 +1	+0.3%	+$23	﹤0.01%	485
2021 Q2	$9K	Buy	389 +1	+0.3%	+$22	﹤0.01%	488
2021 Q1	$8K	Buy	388 +1	+0.3%	+$21	﹤0.01%	530
2020 Q4	$8K	Buy	387 +2	+0.5%	+$40	0.01%	454
2020 Q3	$7K	Buy	385 +1	+0.3%	+$19	0.01%	438
2020 Q2	$7K	Buy	+384	New	+$6.77K	0.01%	464

Other funds holding PBP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Atlas Private Wealth Advisors's PBP Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2021, closing a stake of 390 shares — an estimated $9K sold.

Atlas Private Wealth Advisors first reported a position in PBP in Q2 2020 and held it in 6 quarters. The position peaked at $9K in Q3 2021. 64 funds tracked by Wall St. Rank hold PBP as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 390 Invesco S&P 500 BuyWrite ETF shares in Q4 2021, an estimated $9K.
Atlas Private Wealth Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $9K in Q3 2021.
64 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.