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Girard Partners’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Girard Partners’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
Q4 		– Sell
-3,000
Closed -$68K – 643
2018
Q3 		$68K Buy
+3,000
New +$67.2K 0.01% 402

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Girard Partners's PBP Position: Q4 2018 in Review

Girard Partners sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2018, closing a stake of 3,000 shares — an estimated $68K sold.

Girard Partners first reported a position in PBP in Q3 2018 and held it in 1 quarter. The position peaked at $68K in Q3 2018. 89 funds tracked by Wall St. Rank hold PBP as of Q4 2018.

  • Girard Partners reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 3,000 Invesco S&P 500 BuyWrite ETF shares in Q4 2018, an estimated $68K.
  • Girard Partners first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Invesco S&P 500 BuyWrite ETF position peaked at $68K in Q3 2018.
  • 89 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.