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 Q2	$374K	Sell	16,317 -723	-4%	-$16.4K	﹤0.01%	1094
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 $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

Envestnet Portfolio Solutions's PBP Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Invesco S&P 500 BuyWrite ETF (PBP) stake by 4.2% in Q2 2026, selling an estimated $16.4K and leaving 16,317 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Envestnet Portfolio Solutions first reported a position in PBP in Q4 2024 and has held it in 7 quarters since. The position peaked at $375K in Q1 2026. 64 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

Envestnet Portfolio Solutions held 16,317 shares of Invesco S&P 500 BuyWrite ETF worth $374K as of Q2 2026.
Envestnet Portfolio Solutions sold 723 Invesco S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $16.4K.
Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1094 holding.
Envestnet Portfolio Solutions first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2024 and has held it in 7 quarters since.
Envestnet Portfolio Solutions's Invesco S&P 500 BuyWrite ETF position peaked at $375K in Q1 2026.
64 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.