Creative Planning
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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
Q2 		$3.61M Sell
157,604
-19,466
-11% -$440K ﹤0.01% 1650
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 $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
UCB
United Community Bank Greenville, South Carolina $323M AUM 21.07% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

Creative Planning's PBP Position: Q2 2026 in Review

Creative Planning reduced its Invesco S&P 500 BuyWrite ETF (PBP) stake by 11% in Q2 2026, selling an estimated $440K and leaving 157,604 shares worth $3.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Creative Planning first reported a position in PBP in Q2 2013 and has held it in 21 quarters since. The position peaked at $5.15M in Q4 2024. 64 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

  • Creative Planning held 157,604 shares of Invesco S&P 500 BuyWrite ETF worth $3.61M as of Q2 2026.
  • Creative Planning sold 19,466 Invesco S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $440K.
  • Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1650 holding.
  • Creative Planning first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2013 and has held it in 21 quarters since.
  • Creative Planning's Invesco S&P 500 BuyWrite ETF position peaked at $5.15M in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.