First Foundation Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

First Foundation Advisors’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
2018 Q1	–	Sell	-9,641	Closed	-$207K	–	343
2017 Q4	$207K	Hold	9,641	–	–	0.01%	303
2017 Q3	$214K	Buy	+9,641	New	+$216K	0.01%	281

Other funds holding PBP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

FIAS

FinTrust Investment Advisory Services Greenville, South Carolina $109M AUM

First Foundation Advisors's PBP Position: Q1 2018 in Review

First Foundation Advisors sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2018, closing a stake of 9,641 shares — an estimated $207K sold.

First Foundation Advisors first reported a position in PBP in Q3 2017 and held it in 2 quarters. The position peaked at $214K in Q3 2017. 78 funds tracked by Wall St. Rank hold PBP as of Q1 2018.

First Foundation Advisors reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2018 after selling out during the quarter.
First Foundation Advisors sold 9,641 Invesco S&P 500 BuyWrite ETF shares in Q1 2018, an estimated $207K.
First Foundation Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2017 and held it in 2 quarters.
First Foundation Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $214K in Q3 2017.
78 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2018.

Based on First Foundation Advisors's 13F filing for Q1 2018, filed 15 May 2018.