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HighPoint Advisor Group’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

HighPoint Advisor Group’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 		– Sell
-9,789
Closed -$223K – 929
2025
Q4 		$223K Buy
+9,789
New +$221K ﹤0.01% 987

Other funds holding PBP

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCB
United Community Bank Greenville, South Carolina $323M AUM 21.07% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $281M AUM 36.14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

HighPoint Advisor Group's PBP Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2026, closing a stake of 9,789 shares — an estimated $223K sold.

HighPoint Advisor Group first reported a position in PBP in Q4 2025 and held it in 1 quarter. The position peaked at $223K in Q4 2025. 57 funds tracked by Wall St. Rank hold PBP as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 9,789 Invesco S&P 500 BuyWrite ETF shares in Q1 2026, an estimated $223K.
  • HighPoint Advisor Group first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2025 and held it in 1 quarter.
  • HighPoint Advisor Group's Invesco S&P 500 BuyWrite ETF position peaked at $223K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.