Avidian Wealth Enterprises
PBP icon

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
Q3 		– Sell
-44,550
Closed -$1.02M – 792
2026
Q2 		$1.02M Buy
+44,550
New +$1.01M 0.03% 315

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Concurrent Investment Advisors
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Willow Creek Capital Management
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Citizens Financial Group
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Atria Investments
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TMB Capital Partners
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Dynamic Advisor Solutions
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Avidian Wealth Enterprises's PBP Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2026, closing a stake of 44,550 shares — an estimated $1.02M sold.

Avidian Wealth Enterprises first reported a position in PBP in Q2 2026 and held it in 1 quarter. The position peaked at $1.02M in Q2 2026. 17 funds tracked by Wall St. Rank hold PBP as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 44,550 Invesco S&P 500 BuyWrite ETF shares in Q3 2026, an estimated $1.02M.
  • Avidian Wealth Enterprises first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2026 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Invesco S&P 500 BuyWrite ETF position peaked at $1.02M in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.