Bessemer Group’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Bessemer Group’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
2022 Q4	–	Sell	-13	Closed	–	–	2089
2022 Q3	$0	Buy	+13	New	+$269	﹤0.01%	2127
2021 Q3	–	Sell	-110	Closed	-$2K	–	1734
2021 Q2	$2K	Buy	+110	New	+$2.42K	﹤0.01%	1522

Other funds holding PBP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EWM

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

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bessemer Group's PBP Position: Q4 2022 in Review

Bessemer Group sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2022, closing a stake of 13 shares.

Bessemer Group first reported a position in PBP in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 59 funds tracked by Wall St. Rank hold PBP as of Q4 2022.

Bessemer Group reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2022 after selling out during the quarter.
Bessemer Group sold 13 Invesco S&P 500 BuyWrite ETF shares in Q4 2022.
Bessemer Group first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2021 and held it in 2 quarters.
Bessemer Group's Invesco S&P 500 BuyWrite ETF position peaked at $2K in Q2 2021.
59 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2022.

Based on Bessemer Group's 13F filing for Q4 2022, filed 13 Feb 2023.