Gradient Investments’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Gradient Investments’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
2017 Q1	–	Sell	-105	Closed	-$2K	–	817
2016 Q4	$2K	Buy	+105	New	+$2.24K	﹤0.01%	634

Other funds holding PBP

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Gradient Investments's PBP Position: Q1 2017 in Review

Gradient Investments sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2017, closing a stake of 105 shares — an estimated $2K sold.

Gradient Investments first reported a position in PBP in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 68 funds tracked by Wall St. Rank hold PBP as of Q1 2017.

Gradient Investments reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2017 after selling out during the quarter.
Gradient Investments sold 105 Invesco S&P 500 BuyWrite ETF shares in Q1 2017, an estimated $2K.
Gradient Investments first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2016 and held it in 1 quarter.
Gradient Investments's Invesco S&P 500 BuyWrite ETF position peaked at $2K in Q4 2016.
68 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2017.

Based on Gradient Investments's 13F filing for Q1 2017, filed 12 Apr 2017.