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Gupta Wealth Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-649
Closed -$14K – 1326
2015
Q3 		$14K Hold
649
– – ﹤0.01% 815
2015
Q2 		$14K Sell
649
-649
-50% -$13.8K ﹤0.01% 826
2015
Q1 		$27K Buy
+1,298
New +$26.9K 0.01% 520

Other funds holding PBP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $786B AUM 40.34% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Gupta Wealth Management's PBP Position: Q4 2015 in Review

Gupta Wealth Management sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2015, closing a stake of 649 shares — an estimated $14K sold.

Gupta Wealth Management first reported a position in PBP in Q1 2015 and held it in 3 quarters. The position peaked at $27K in Q1 2015. 66 funds tracked by Wall St. Rank hold PBP as of Q4 2015.

  • Gupta Wealth Management reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 649 Invesco S&P 500 BuyWrite ETF shares in Q4 2015, an estimated $14K.
  • Gupta Wealth Management first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Invesco S&P 500 BuyWrite ETF position peaked at $27K in Q1 2015.
  • 66 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.