DFP
BUYW icon

Defined Financial Planning’s Main BuyWrite ETF BUYW Stock Holding History

Defined Financial Planning’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
Q3 		$2.1M Buy
147,399
+5,866
+4% +$83.1K 1.74% 18
2025
Q2 		$2M Buy
141,533
+9,553
+7% +$131K 1.77% 18
2025
Q1 		$1.82M Buy
131,980
+18,788
+17% +$262K 1.84% 16
2024
Q4 		$1.58M Buy
+113,192
New +$1.58M 1.68% 20

Other funds holding BUYW

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Defined Financial Planning's BUYW Position: Q3 2025 in Review

Defined Financial Planning increased its Main BuyWrite ETF (BUYW) stake by 4.1% in Q3 2025, buying an estimated $83.1K and bringing the position to 147,399 shares worth $2.1M. The position accounts for 1.74% of the portfolio, ranked #18.

Defined Financial Planning first reported a position in BUYW in Q4 2024 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold BUYW as of Q3 2025.

  • Defined Financial Planning held 147,399 shares of Main BuyWrite ETF worth $2.1M as of Q3 2025.
  • Defined Financial Planning bought 5,866 Main BuyWrite ETF shares in Q3 2025, an estimated $83.1K.
  • Main BuyWrite ETF made up 1.74% of Defined Financial Planning's portfolio in Q3 2025, its #18 holding.
  • Defined Financial Planning first reported a position in Main BuyWrite ETF in Q4 2024 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.