IBEX Wealth Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

IBEX Wealth Advisors’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
2019 Q3	–	Sell	-1,749	Closed	-$37K	–	297
2019 Q2	$37K	Buy	+1,749	New	+$37.2K	0.01%	247
2017 Q1	–	Sell	-470	Closed	-$10K	–	284
2016 Q4	$10K	Buy	+470	New	+$10K	﹤0.01%	287

Other funds holding PBP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCA

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MLM

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

EDRIA

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

IBEX Wealth Advisors's PBP Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2019, closing a stake of 1,749 shares — an estimated $37K sold.

IBEX Wealth Advisors first reported a position in PBP in Q4 2016 and held it in 2 quarters. The position peaked at $37K in Q2 2019. 81 funds tracked by Wall St. Rank hold PBP as of Q3 2019.

IBEX Wealth Advisors reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 1,749 Invesco S&P 500 BuyWrite ETF shares in Q3 2019, an estimated $37K.
IBEX Wealth Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2016 and held it in 2 quarters.
IBEX Wealth Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $37K in Q2 2019.
81 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.