Envestnet Portfolio Solutions
PBP icon

Envestnet Portfolio Solutions’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Envestnet Portfolio 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
Q1 		$375K Buy
17,040
+4,617
+37% +$105K ﹤0.01% 1017
2025
Q4 		$284K Buy
12,423
+1,540
+14% +$34.8K ﹤0.01% 1311
2025
Q3 		$241K Buy
10,883
+882
+9% +$19.4K ﹤0.01% 1343
2025
Q2 		$219K Buy
10,001
+31
+0.3% +$669 ﹤0.01% 1472
2025
Q1 		$221K Sell
9,970
-133
-1% -$3.1K ﹤0.01% 1450
2024
Q4 		$238K Buy
+10,103
New +$234K ﹤0.01% 1609

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