Avior Wealth Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-180	Closed	-$4.24K	–	1854
2024 Q4	$4.24K	Hold	180	–	–	﹤0.01%	1917
2024 Q3	$4.11K	Hold	180	–	–	﹤0.01%	1842
2024 Q2	$3.99K	Hold	180	–	–	﹤0.01%	1789
2024 Q1	$4.05K	Hold	180	–	–	﹤0.01%	2133
2023 Q4	$3.91K	Hold	180	–	–	﹤0.01%	1218
2023 Q3	$3.84K	Hold	180	–	–	﹤0.01%	1268
2023 Q2	$3.98K	Sell	180 -412	-70%	-$8.9K	﹤0.01%	1242
2023 Q1	$12.6K	Sell	592 -67	-10%	-$1.4K	﹤0.01%	1014
2022 Q4	$13.3K	Hold	659	–	–	﹤0.01%	814
2022 Q3	$12K	Buy	+659	New	+$13.6K	﹤0.01%	830

Other funds holding PBP

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

FTS

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MLM

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

Avior Wealth Management's PBP Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2025, closing a stake of 180 shares — an estimated $4.24K sold.

Avior Wealth Management first reported a position in PBP in Q3 2022 and held it in 10 quarters. The position peaked at $13.3K in Q4 2022. 56 funds tracked by Wall St. Rank hold PBP as of Q1 2025.

Avior Wealth Management reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 180 Invesco S&P 500 BuyWrite ETF shares in Q1 2025, an estimated $4.24K.
Avior Wealth Management first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2022 and held it in 10 quarters.
Avior Wealth Management's Invesco S&P 500 BuyWrite ETF position peaked at $13.3K in Q4 2022.
56 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.