Avidian Wealth Enterprises’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Avidian Wealth Enterprises’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	$1.02M	Buy	+44,550	New	+$1.01M	0.03%	315

Other funds holding PBP

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

TMB Capital Partners Little Rock, Arkansas $321M AUM

Roan Capital Partners Johnson City, Tennessee $121M AUM

Avidian Wealth Enterprises's PBP Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2026: 44,550 shares worth $1.02M. The stake represents 0.03% of the portfolio and ranks #315 among its holdings.

18 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

Avidian Wealth Enterprises held 44,550 shares of Invesco S&P 500 BuyWrite ETF worth $1.02M as of Q2 2026.
Invesco S&P 500 BuyWrite ETF was a new Avidian Wealth Enterprises position in Q2 2026.
Invesco S&P 500 BuyWrite ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #315 holding.
18 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.