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

Hoey 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
2020 Q2	–	Sell	-1,032	Closed	-$17K	–	151
2020 Q1	$17K	Hold	1,032	–	–	0.01%	89
2019 Q4	$22K	Buy	+1,032	New	+$22.7K	0.02%	119

Other funds holding PBP

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

EDRIA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Hoey Investments's PBP Position: Q2 2020 in Review

Hoey Investments sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2020, closing a stake of 1,032 shares — an estimated $17K sold.

Hoey Investments first reported a position in PBP in Q4 2019 and held it in 2 quarters. The position peaked at $22K in Q4 2019. 72 funds tracked by Wall St. Rank hold PBP as of Q2 2020.

Hoey Investments reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q2 2020 after selling out during the quarter.
Hoey Investments sold 1,032 Invesco S&P 500 BuyWrite ETF shares in Q2 2020, an estimated $17K.
Hoey Investments first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2019 and held it in 2 quarters.
Hoey Investments's Invesco S&P 500 BuyWrite ETF position peaked at $22K in Q4 2019.
72 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2020.

Based on Hoey Investments's 13F filing for Q2 2020, filed 10 Jul 2020.