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

Concurrent 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
2026 Q2	$505K	Buy	+22,059	New	+$499K	﹤0.01%	1393

Other funds holding PBP

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Concurrent Investment Advisors's PBP Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2026: 22,059 shares worth $505K. The stake represents ﹤0.01% of the portfolio and ranks #1393 among its holdings.

24 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

Concurrent Investment Advisors held 22,059 shares of Invesco S&P 500 BuyWrite ETF worth $505K as of Q2 2026.
Invesco S&P 500 BuyWrite ETF was a new Concurrent Investment Advisors position in Q2 2026.
Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1393 holding.
24 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.