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 Q2	$229	Hold	10	–	–	﹤0.01%	993
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 $6.12B AUM 21.82% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

DHJJ Financial Advisors's PBP Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco S&P 500 BuyWrite ETF (PBP) position steady in Q2 2026 at 10 shares worth $229. The position accounts for ﹤0.01% of the portfolio, ranked #993.

DHJJ Financial Advisors first reported a position in PBP in Q3 2023 and has held it in 12 quarters since. The position peaked at $236 in Q4 2024. 64 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

DHJJ Financial Advisors held 10 shares of Invesco S&P 500 BuyWrite ETF worth $229 as of Q2 2026.
DHJJ Financial Advisors left its Invesco S&P 500 BuyWrite ETF share count unchanged in Q2 2026.
Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #993 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $236 in Q4 2024.
64 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.