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BB&T Investment Services’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

BB&T Investment Services’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
2017
Q1 		– Sell
-1,109
Closed -$24K – 1095
2016
Q4 		$24K Buy
+1,109
New +$23.6K 0.02% 394

Other funds holding PBP

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

BB&T Investment Services's PBP Position: Q1 2017 in Review

BB&T Investment Services sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2017, closing a stake of 1,109 shares — an estimated $24K sold.

BB&T Investment Services first reported a position in PBP in Q4 2016 and held it in 1 quarter. The position peaked at $24K in Q4 2016. 68 funds tracked by Wall St. Rank hold PBP as of Q1 2017.

  • BB&T Investment Services reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2017 after selling out during the quarter.
  • BB&T Investment Services sold 1,109 Invesco S&P 500 BuyWrite ETF shares in Q1 2017, an estimated $24K.
  • BB&T Investment Services first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2016 and held it in 1 quarter.
  • BB&T Investment Services's Invesco S&P 500 BuyWrite ETF position peaked at $24K in Q4 2016.
  • 68 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2017.

Based on BB&T Investment Services's 13F filing for Q1 2017, filed 17 Aug 2017.