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Global Wealth Management Investment Advisory’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q2 		– Sell
-50
Closed -$1K – 760
2019
Q1 		$1K Buy
+50
New +$1.03K ﹤0.01% 639

Other funds holding PBP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's PBP Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2019, closing a stake of 50 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in PBP in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 81 funds tracked by Wall St. Rank hold PBP as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 50 Invesco S&P 500 BuyWrite ETF shares in Q2 2019, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Invesco S&P 500 BuyWrite ETF position peaked at $1K in Q1 2019.
  • 81 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.