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

Harbour 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
2026 Q1	$14.8K	Hold	671	–	–	﹤0.01%	3063
2025 Q4	$15.3K	Buy	671 +75	+13%	+$1.7K	﹤0.01%	2542
2025 Q3	$13.2K	Hold	596	–	–	﹤0.01%	2547
2025 Q2	$13K	Hold	596	–	–	﹤0.01%	2431
2025 Q1	$13.2K	Hold	596	–	–	﹤0.01%	2380
2024 Q4	$14K	Buy	+596	New	+$13.8K	﹤0.01%	2291
2021 Q4	–	Sell	-179	Closed	-$4K	–	3395
2021 Q3	$4K	Hold	179	–	–	﹤0.01%	3088
2021 Q2	$4K	Buy	179 +155	+646%	+$3.41K	﹤0.01%	3157
2021 Q1	$1K	Buy	+24	New	+$504	﹤0.01%	3452

Other funds holding PBP

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

UCB

United Community Bank Greenville, South Carolina $300M AUM 14.66% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Harbour Investments's PBP Position: Q1 2026 in Review

Harbour Investments held its Invesco S&P 500 BuyWrite ETF (PBP) position steady in Q1 2026 at 671 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

Harbour Investments first reported a position in PBP in Q1 2021 and has held it in 9 quarters since. The position peaked at $15.3K in Q4 2025. 57 funds tracked by Wall St. Rank hold PBP as of Q1 2026.

Harbour Investments held 671 shares of Invesco S&P 500 BuyWrite ETF worth $14.8K as of Q1 2026.
Harbour Investments left its Invesco S&P 500 BuyWrite ETF share count unchanged in Q1 2026.
Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3063 holding.
Harbour Investments first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2021 and has held it in 9 quarters since.
Harbour Investments's Invesco S&P 500 BuyWrite ETF position peaked at $15.3K in Q4 2025.
57 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.