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Equitable Holdings’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Equitable Holdings’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
2020
Q3 		– Sell
-11,732
Closed -$213K – 647
2020
Q2 		$213K Sell
11,732
-62,546
-84% -$1.1M 0.01% 582
2020
Q1 		$1.24M Buy
74,278
+5,108
+7% +$103K 0.04% 236
2019
Q4 		$1.49M Buy
+69,170
New +$1.52M 0.04% 237

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Equitable Holdings's PBP Position: Q3 2020 in Review

Equitable Holdings sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2020, closing a stake of 11,732 shares — an estimated $213K sold.

Equitable Holdings first reported a position in PBP in Q4 2019 and held it in 3 quarters. The position peaked at $1.49M in Q4 2019. 65 funds tracked by Wall St. Rank hold PBP as of Q3 2020.

  • Equitable Holdings reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2020 after selling out during the quarter.
  • Equitable Holdings sold 11,732 Invesco S&P 500 BuyWrite ETF shares in Q3 2020, an estimated $213K.
  • Equitable Holdings first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2019 and held it in 3 quarters.
  • Equitable Holdings's Invesco S&P 500 BuyWrite ETF position peaked at $1.49M in Q4 2019.
  • 65 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2020.

Based on Equitable Holdings's 13F filing for Q3 2020, filed 13 Nov 2020.