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FundX Investment Group’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

FundX Investment Group’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
2015
Q4 		– Sell
-20,000
Closed -$404K – 24
2015
Q3 		$404K Buy
+20,000
New +$419K 0.2% 14

Other funds holding PBP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

FundX Investment Group's PBP Position: Q4 2015 in Review

FundX Investment Group sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2015, closing a stake of 20,000 shares — an estimated $404K sold.

FundX Investment Group first reported a position in PBP in Q3 2015 and held it in 1 quarter. The position peaked at $404K in Q3 2015. 66 funds tracked by Wall St. Rank hold PBP as of Q4 2015.

  • FundX Investment Group reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2015 after selling out during the quarter.
  • FundX Investment Group sold 20,000 Invesco S&P 500 BuyWrite ETF shares in Q4 2015, an estimated $404K.
  • FundX Investment Group first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2015 and held it in 1 quarter.
  • FundX Investment Group's Invesco S&P 500 BuyWrite ETF position peaked at $404K in Q3 2015.
  • 66 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2015.

Based on FundX Investment Group's 13F filing for Q4 2015, filed 10 Feb 2016.