Dynamic Advisor Solutions’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Dynamic Advisor Solutions’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 Q3	$307K	Sell	13,166 -147	-1%	-$3.41K	0.01%	829
2026 Q2	$305K	Sell	13,313 -497	-4%	-$11.2K	0.01%	850
2026 Q1	$304K	Sell	13,810 -248	-2%	-$5.62K	0.01%	803
2025 Q4	$321K	Buy	14,058 +204	+1%	+$4.62K	0.01%	752
2025 Q3	$306K	Buy	13,854 +1,002	+8%	+$22.1K	0.01%	771
2025 Q2	$281K	Buy	12,852 +3,552	+38%	+$76.7K	0.01%	765
2025 Q1	$206K	Buy	+9,300	New	+$217K	0.01%	806

Other funds holding PBP

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WCCM

Willow Creek Capital Management Missoula, Montana $103M AUM

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions's PBP Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Invesco S&P 500 BuyWrite ETF (PBP) stake by 1.1% in Q3 2026, selling an estimated $3.41K and leaving 13,166 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #829.

Dynamic Advisor Solutions first reported a position in PBP in Q1 2025 and has held it in 7 quarters since. The position peaked at $321K in Q4 2025. 7 funds tracked by Wall St. Rank hold PBP as of Q3 2026.

Dynamic Advisor Solutions held 13,166 shares of Invesco S&P 500 BuyWrite ETF worth $307K as of Q3 2026.
Dynamic Advisor Solutions sold 147 Invesco S&P 500 BuyWrite ETF shares in Q3 2026, an estimated $3.41K.
Invesco S&P 500 BuyWrite ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #829 holding.
Dynamic Advisor Solutions first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2025 and has held it in 7 quarters since.
Dynamic Advisor Solutions's Invesco S&P 500 BuyWrite ETF position peaked at $321K in Q4 2025.
7 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.