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Belpointe Asset Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Belpointe Asset 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
2023
Q1 		– Sell
-500
Closed -$10.1K – 3817
2022
Q4 		$10.1K Buy
+500
New +$10K ﹤0.01% 2617
2019
Q3 		– Sell
-7,142
Closed -$155K – 707
2019
Q2 		$155K Buy
+7,142
New +$152K 0.03% 479

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $308M AUM 12.5% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Belpointe Asset Management's PBP Position: Q1 2023 in Review

Belpointe Asset Management sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2023, closing a stake of 500 shares — an estimated $10.1K sold.

Belpointe Asset Management first reported a position in PBP in Q2 2019 and held it in 2 quarters. The position peaked at $155K in Q2 2019. 46 funds tracked by Wall St. Rank hold PBP as of Q1 2023.

  • Belpointe Asset Management reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 500 Invesco S&P 500 BuyWrite ETF shares in Q1 2023, an estimated $10.1K.
  • Belpointe Asset Management first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2019 and held it in 2 quarters.
  • Belpointe Asset Management's Invesco S&P 500 BuyWrite ETF position peaked at $155K in Q2 2019.
  • 46 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.