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Farmers & Merchants Investments Inc’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Farmers & Merchants Investments Inc’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
Q4 		– Sell
-969
Closed -$19K – 858
2020
Q3 		$19K Hold
969
– – ﹤0.01% 442
2020
Q2 		$18K Buy
+969
New +$17.1K ﹤0.01% 441

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
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
CWM
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return

Farmers & Merchants Investments Inc's PBP Position: Q4 2020 in Review

Farmers & Merchants Investments Inc sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2020, closing a stake of 969 shares — an estimated $19K sold.

Farmers & Merchants Investments Inc first reported a position in PBP in Q2 2020 and held it in 2 quarters. The position peaked at $19K in Q3 2020. 58 funds tracked by Wall St. Rank hold PBP as of Q4 2020.

  • Farmers & Merchants Investments Inc reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2020 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 969 Invesco S&P 500 BuyWrite ETF shares in Q4 2020, an estimated $19K.
  • Farmers & Merchants Investments Inc first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2020 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's Invesco S&P 500 BuyWrite ETF position peaked at $19K in Q3 2020.
  • 58 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2020.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2020, filed 20 Jan 2021.