BIA
PBP icon

Bigelow Investment Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Bigelow Investment Advisors’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
2018
Q4 		– Sell
-18,600
Closed -$422K – 155
2018
Q3 		$422K Sell
18,600
-3,250
-15% -$72.8K 0.28% 102
2018
Q2 		$473K Sell
21,850
-4,450
-17% -$95.9K 0.32% 92
2018
Q1 		$554K Sell
26,300
-16,100
-38% -$344K 0.38% 80
2017
Q4 		$909K Buy
+42,400
New +$952K 0.91% 28

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bigelow Investment Advisors's PBP Position: Q4 2018 in Review

Bigelow Investment Advisors sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2018, closing a stake of 18,600 shares — an estimated $422K sold.

Bigelow Investment Advisors first reported a position in PBP in Q4 2017 and held it in 4 quarters. The position peaked at $909K in Q4 2017. 89 funds tracked by Wall St. Rank hold PBP as of Q4 2018.

  • Bigelow Investment Advisors reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2018 after selling out during the quarter.
  • Bigelow Investment Advisors sold 18,600 Invesco S&P 500 BuyWrite ETF shares in Q4 2018, an estimated $422K.
  • Bigelow Investment Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2017 and held it in 4 quarters.
  • Bigelow Investment Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $909K in Q4 2017.
  • 89 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2018.

Based on Bigelow Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.