H6H
PBP icon

Hightower 6M Holding’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Hightower 6M Holding’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
2022
Q3 		$734K Buy
38,803
+4,629
+14% +$95.9K 0.07% 113
2022
Q2 		$704K Hold
34,174
– – 0.06% 117
2022
Q1 		$795K Buy
+34,174
New +$772K 0.06% 124

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Hightower 6M Holding's PBP Position: Q3 2022 in Review

Hightower 6M Holding increased its Invesco S&P 500 BuyWrite ETF (PBP) stake by 14% in Q3 2022, buying an estimated $95.9K and bringing the position to 38,803 shares worth $734K. The position accounts for 0.07% of the portfolio, ranked #113.

Hightower 6M Holding first reported a position in PBP in Q1 2022 and has held it in 3 quarters since. The position peaked at $795K in Q1 2022. 58 funds tracked by Wall St. Rank hold PBP as of Q3 2022.

  • Hightower 6M Holding held 38,803 shares of Invesco S&P 500 BuyWrite ETF worth $734K as of Q3 2022.
  • Hightower 6M Holding bought 4,629 Invesco S&P 500 BuyWrite ETF shares in Q3 2022, an estimated $95.9K.
  • Invesco S&P 500 BuyWrite ETF made up 0.07% of Hightower 6M Holding's portfolio in Q3 2022, its #113 holding.
  • Hightower 6M Holding first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's Invesco S&P 500 BuyWrite ETF position peaked at $795K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.