Creative Planning’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Creative Planning’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 Q1	$3.89M	Buy	177,070 +6,543	+4%	+$148K	﹤0.01%	1383
2025 Q4	$3.89M	Sell	170,527 -11,960	-7%	-$271K	﹤0.01%	1185
2025 Q3	$4.04M	Sell	182,487 -12,212	-6%	-$269K	﹤0.01%	1008
2025 Q2	$4.26M	Sell	194,699 -12,802	-6%	-$276K	﹤0.01%	837
2025 Q1	$4.6M	Sell	207,501 -10,854	-5%	-$253K	﹤0.01%	746
2024 Q4	$5.15M	Buy	+218,355	New	+$5.05M	0.01%	654
2017 Q3	–	Sell	-1,947	Closed	-$43K	–	3165
2017 Q2	$43K	Buy	1,947 +1,266	+186%	+$28.2K	﹤0.01%	2631
2017 Q1	$15K	Buy	681 +658	+2,861%	+$14.4K	﹤0.01%	3335
2016 Q4	$0	Sell	23 -1,999	-99%	-$42.6K	﹤0.01%	4774
2016 Q3	$43K	Buy	2,022 +8	+0.4%	+$168	﹤0.01%	2483
2016 Q2	$42K	Sell	2,014 -990	-33%	-$20.2K	﹤0.01%	2266
2016 Q1	$61K	Buy	+3,004	New	+$59.4K	﹤0.01%	1956
2015 Q4	–	Sell	-5,315	Closed	-$107K	–	4527
2015 Q3	$107K	Buy	+5,315	New	+$111K	﹤0.01%	1559
2015 Q2	–	Sell	-5,415	Closed	-$114K	–	2433
2015 Q1	$114K	Sell	5,415 -104	-2%	-$2.16K	﹤0.01%	1507
2014 Q4	$114K	Buy	5,519 +4	+0.1%	+$83	﹤0.01%	1484
2014 Q3	$117K	Buy	5,515 +1,200	+28%	+$25.9K	﹤0.01%	1369
2014 Q2	$92K	Hold	4,315	–	–	﹤0.01%	1488
2014 Q1	$91K	Buy	+4,315	New	+$90K	﹤0.01%	1462
2013 Q4	–	Sell	-3,435	Closed	-$69K	–	3422
2013 Q3	$69K	Buy	3,435 +2,359	+219%	+$48.1K	﹤0.01%	1335
2013 Q2	$22K	Buy	+1,076	New	+$22.3K	﹤0.01%	1875

Other funds holding PBP

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCB

United Community Bank Greenville, South Carolina $300M AUM 14.66% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTS

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

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Creative Planning's PBP Position: Q1 2026 in Review

Creative Planning increased its Invesco S&P 500 BuyWrite ETF (PBP) stake by 3.8% in Q1 2026, buying an estimated $148K and bringing the position to 177,070 shares worth $3.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Creative Planning first reported a position in PBP in Q2 2013 and has held it in 20 quarters since. The position peaked at $5.15M in Q4 2024. 57 funds tracked by Wall St. Rank hold PBP as of Q1 2026.

Creative Planning held 177,070 shares of Invesco S&P 500 BuyWrite ETF worth $3.89M as of Q1 2026.
Creative Planning bought 6,543 Invesco S&P 500 BuyWrite ETF shares in Q1 2026, an estimated $148K.
Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1383 holding.
Creative Planning first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2013 and has held it in 20 quarters since.
Creative Planning's Invesco S&P 500 BuyWrite ETF position peaked at $5.15M in Q4 2024.
57 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.