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Global Financial Private Client’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Global Financial Private Client’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
Q1 		– Sell
-1,376
Closed -$29.6K – 550
2019
Q4 		$29.6K Buy
+1,376
New +$30.3K 0.02% 303

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Financial Private Client's PBP Position: Q1 2020 in Review

Global Financial Private Client sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2020, closing a stake of 1,376 shares — an estimated $29.6K sold.

Global Financial Private Client first reported a position in PBP in Q4 2019 and held it in 1 quarter. The position peaked at $29.6K in Q4 2019. 79 funds tracked by Wall St. Rank hold PBP as of Q1 2020.

  • Global Financial Private Client reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2020 after selling out during the quarter.
  • Global Financial Private Client sold 1,376 Invesco S&P 500 BuyWrite ETF shares in Q1 2020, an estimated $29.6K.
  • Global Financial Private Client first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2019 and held it in 1 quarter.
  • Global Financial Private Client's Invesco S&P 500 BuyWrite ETF position peaked at $29.6K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2020.

Based on Global Financial Private Client's 13F filing for Q1 2020, filed 15 May 2024.