Atria Investments’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Atria Investments’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	$303K	Buy	+13,235	New	+$299K	﹤0.01%	1845
2015 Q2	–	Sell	-86,930	Closed	-$1.83M	–	417
2015 Q1	$1.83M	Buy	86,930 +1,754	+2%	+$36.4K	0.21%	71
2014 Q4	$1.77M	Buy	85,176 +1,372	+2%	+$28.4K	0.19%	82
2014 Q3	$1.77M	Buy	+83,804	New	+$1.81M	0.18%	101

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

Atria Investments's PBP Position: Q2 2026 in Review

Atria Investments opened a new position in Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2026: 13,235 shares worth $303K. The stake represents ﹤0.01% of the portfolio and ranks #1845 among its holdings. This is a return to the name: Atria Investments previously reported a position in PBP as recently as Q1 2015.

Atria Investments first reported a position in PBP in Q3 2014 and has held it in 4 quarters since. The position peaked at $1.83M in Q1 2015. 64 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

Atria Investments held 13,235 shares of Invesco S&P 500 BuyWrite ETF worth $303K as of Q2 2026.
Invesco S&P 500 BuyWrite ETF was a new Atria Investments position in Q2 2026.
Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1845 holding.
Atria Investments first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2014 and has held it in 4 quarters since.
Atria Investments's Invesco S&P 500 BuyWrite ETF position peaked at $1.83M in Q1 2015.
64 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.