IAG Wealth Partners’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

IAG Wealth Partners’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	$152K	Buy	+6,917	New	+$157K	0.02%	136

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

IAG Wealth Partners's PBP Position: Q1 2026 in Review

IAG Wealth Partners opened a new position in Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2026: 6,917 shares worth $152K. The stake represents 0.02% of the portfolio and ranks #136 among its holdings.

57 funds tracked by Wall St. Rank hold PBP as of Q1 2026.

IAG Wealth Partners held 6,917 shares of Invesco S&P 500 BuyWrite ETF worth $152K as of Q1 2026.
Invesco S&P 500 BuyWrite ETF was a new IAG Wealth Partners position in Q1 2026.
Invesco S&P 500 BuyWrite ETF made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #136 holding.
57 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.