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Concourse Financial Group Securities’s Main BuyWrite ETF BUYW Stock Holding History

Concourse Financial Group Securities’s Portfolio BUYW Stock Details BUYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,800
Closed -$25.4K – 278
2024
Q4 		$25.4K Hold
1,800
– – ﹤0.01% 1474
2024
Q3 		$25.1K Hold
1,800
– – ﹤0.01% 1458
2024
Q2 		$24.7K Buy
1,800
+800
+80% +$10.9K ﹤0.01% 1449
2024
Q1 		$13.7K Hold
1,000
– – ﹤0.01% 1615
2023
Q4 		$13.5K Buy
+1,000
New +$13.4K ﹤0.01% 1602
2023
Q1 		– Sell
-5,368
Closed -$70.5K – 2368
2022
Q4 		$68.5K Sell
5,368
-31
-0.6% -$385 0.01% 956
2022
Q3 		$63K Buy
+5,399
New +$65.6K 0.01% 867

Other funds holding BUYW

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Concourse Financial Group Securities's BUYW Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Main BuyWrite ETF (BUYW) in Q1 2025, closing a stake of 1,800 shares — an estimated $25.4K sold.

Concourse Financial Group Securities first reported a position in BUYW in Q3 2022 and held it in 7 quarters. The position peaked at $68.5K in Q4 2022. 62 funds tracked by Wall St. Rank hold BUYW as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Main BuyWrite ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,800 Main BuyWrite ETF shares in Q1 2025, an estimated $25.4K.
  • Concourse Financial Group Securities first reported a position in Main BuyWrite ETF in Q3 2022 and held it in 7 quarters.
  • Concourse Financial Group Securities's Main BuyWrite ETF position peaked at $68.5K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.