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

Cambridge Investment Research 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
2020
Q4 		– Sell
-12,307
Closed -$236K – 2765
2020
Q3 		$236K Sell
12,307
-2,099
-15% -$39.6K ﹤0.01% 2117
2020
Q2 		$261K Buy
14,406
+818
+6% +$14.4K ﹤0.01% 1992
2020
Q1 		$227K Buy
+13,588
New +$274K ﹤0.01% 1851
2019
Q4 		– Sell
-10,573
Closed -$229K – 2457
2019
Q3 		$229K Sell
10,573
-505
-5% -$11K ﹤0.01% 2025
2019
Q2 		$240K Sell
11,078
-1,703
-13% -$36.3K ﹤0.01% 1891
2019
Q1 		$269K Buy
12,781
+509
+4% +$10.5K ﹤0.01% 1876
2018
Q4 		$242K Buy
12,272
+1,777
+17% +$37.9K ﹤0.01% 1802
2018
Q3 		$238K Sell
10,495
-3,229
-24% -$72.3K ﹤0.01% 1943
2018
Q2 		$297K Buy
+13,724
New +$296K ﹤0.01% 1739
2016
Q1 		– Sell
-19,398
Closed -$398K – 1641
2015
Q4 		$398K Buy
19,398
+2,343
+14% +$49.1K 0.01% 978
2015
Q3 		$344K Buy
17,055
+6,879
+68% +$144K 0.01% 956
2015
Q2 		$214K Buy
10,176
+291
+3% +$6.21K 0.01% 1249
2015
Q1 		$208K Buy
+9,885
New +$205K 0.01% 1229
2013
Q4 		– Sell
-10,465
Closed -$210K – 1265
2013
Q3 		$210K Sell
10,465
-12,653
-55% -$258K 0.01% 1012
2013
Q2 		$466K Buy
+23,118
New +$478K 0.02% 575

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
CWM
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return

Cambridge Investment Research Advisors's PBP Position: Q4 2020 in Review

Cambridge Investment Research Advisors sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2020, closing a stake of 12,307 shares — an estimated $236K sold.

Cambridge Investment Research Advisors first reported a position in PBP in Q2 2013 and held it in 15 quarters. The position peaked at $466K in Q2 2013. 58 funds tracked by Wall St. Rank hold PBP as of Q4 2020.

  • Cambridge Investment Research Advisors reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2020 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,307 Invesco S&P 500 BuyWrite ETF shares in Q4 2020, an estimated $236K.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2013 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $466K in Q2 2013.
  • 58 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2020.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.