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Founders Financial Alliance’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Founders Financial Alliance’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 		$31.9K Buy
+1,451
New +$32.9K 0.01% 551
2025
Q4 		– Sell
-2,135
Closed -$47.2K – 679
2025
Q3 		$47.2K Buy
+2,135
New +$47.1K 0.01% 501

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

Founders Financial Alliance's PBP Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2026: 1,451 shares worth $31.9K. The stake represents 0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in PBP as recently as Q3 2025.

Founders Financial Alliance first reported a position in PBP in Q3 2025 and has held it in 2 quarters since. The position peaked at $47.2K in Q3 2025. 57 funds tracked by Wall St. Rank hold PBP as of Q1 2026.

  • Founders Financial Alliance held 1,451 shares of Invesco S&P 500 BuyWrite ETF worth $31.9K as of Q1 2026.
  • Invesco S&P 500 BuyWrite ETF was a new Founders Financial Alliance position in Q1 2026.
  • Invesco S&P 500 BuyWrite ETF made up 0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #551 holding.
  • Founders Financial Alliance first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2025 and has held it in 2 quarters since.
  • Founders Financial Alliance's Invesco S&P 500 BuyWrite ETF position peaked at $47.2K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.