GI
BUYW icon

Gradient Investments’s Main BuyWrite ETF BUYW Stock Holding History

Gradient Investments’s Portfolio BUYW Stock Details BUYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-47
Closed -$645 – 437
2024
Q2 		$645 Hold
47
– – ﹤0.01% 1153
2024
Q1 		$642 Hold
47
– – ﹤0.01% 982
2023
Q4 		$634 Buy
+47
New +$629 ﹤0.01% 1540
2023
Q1 		– Sell
-160
Closed -$2.03K – 1524
2022
Q4 		$2.03K Buy
+160
New +$1.99K ﹤0.01% 1083

Other funds holding BUYW

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

Gradient Investments's BUYW Position: Q3 2024 in Review

Gradient Investments sold out of Main BuyWrite ETF (BUYW) in Q3 2024, closing a stake of 47 shares — an estimated $645 sold.

Gradient Investments first reported a position in BUYW in Q4 2022 and held it in 4 quarters. The position peaked at $2.03K in Q4 2022. 50 funds tracked by Wall St. Rank hold BUYW as of Q3 2024.

  • Gradient Investments reported no remaining Main BuyWrite ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 47 Main BuyWrite ETF shares in Q3 2024, an estimated $645.
  • Gradient Investments first reported a position in Main BuyWrite ETF in Q4 2022 and held it in 4 quarters.
  • Gradient Investments's Main BuyWrite ETF position peaked at $2.03K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.