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DHJJ Financial Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

DHJJ Financial 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
Q1 		$220 Hold
10
– – ﹤0.01% 988
2025
Q4 		$229 Hold
10
– – ﹤0.01% 944
2025
Q3 		$222 Hold
10
– – ﹤0.01% 908
2025
Q2 		$219 Hold
10
– – ﹤0.01% 886
2025
Q1 		$222 Hold
10
– – ﹤0.01% 839
2024
Q4 		$236 Hold
10
– – ﹤0.01% 802
2024
Q3 		$229 Hold
10
– – ﹤0.01% 786
2024
Q2 		$222 Hold
10
– – ﹤0.01% 736
2024
Q1 		$225 Hold
10
– – ﹤0.01% 727
2023
Q4 		$217 Hold
10
– – ﹤0.01% 715
2023
Q3 		$214 Buy
+10
New +$220 ﹤0.01% 706

Other funds holding PBP

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return