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Clear Point Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-1,658
Closed -$37.9K – 406
2024
Q3 		$37.9K Buy
1,658
+41
+3% +$918 0.03% 225
2024
Q2 		$35.8K Buy
1,617
+39
+2% +$865 0.03% 218
2024
Q1 		$35.5K Buy
1,578
+35
+2% +$771 0.03% 227
2023
Q4 		$33.5K Buy
+1,543
New +$33K 0.03% 220

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Point Advisors's PBP Position: Q4 2024 in Review

Clear Point Advisors sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2024, closing a stake of 1,658 shares — an estimated $37.9K sold.

Clear Point Advisors first reported a position in PBP in Q4 2023 and held it in 4 quarters. The position peaked at $37.9K in Q3 2024. 59 funds tracked by Wall St. Rank hold PBP as of Q4 2024.

  • Clear Point Advisors reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,658 Invesco S&P 500 BuyWrite ETF shares in Q4 2024, an estimated $37.9K.
  • Clear Point Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $37.9K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.